Archive for the ‘Uncategorized’ Category

On Africa’s Frontier, Investment May Follow Sustained Security

Courtesy of STRATFOR (subscription required), an interesting analysis of some frontier markets in Africa: Summary Investors may grow more confident about placing their money in some African countries long thought prohibitively risky. In Sierra Leone, a country wrecked by nearly a decade of civil war, international peacekeeping efforts are no longer necessary. Since 2005, the […]

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Can Mozambique Be The Next LNG Hotbed?

Via Foreign Policy Association, commentary on Mozambique’s potential as a global LNG hotbed: Like many other African countries, Mozambique has enormous potential, but there are many gaps to fill. Led by its natural resources, the economy has been booming with real GDP growth reaching 7.4 percent in 2012, seven percent in 2013 and is predicted […]

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Myanmar’s Economic Potential

Courtesy of STRATFOR (subscription required), an interesting graphic of  infrastructure and supply lines along the China-Myanmar border: Myanmar’s land borders, which abut India and Bangladesh to the northwest, China to the northeast and Laos and Thailand to the east, are rich in natural resources, mainly teak, minerals and hydropower. As such, these borderlands represent the country’s most […]

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China Pursues New Central Asian Gas Route

Via Eurasia Review, a report on China’s plans for a new Central Asian gas route: China appears to be buying an expensive insurance policy for natural gas imports from Central Asia with its plans to build a pipeline through Tajikistan and Kyrgyzstan. Since 2006, China has invested heavily in developing gas imports from Turkmenistan, opening […]

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Investing In A Country That Doesn’t Exist: Somaliland’s Hard Sell

Via the Daily Maverick, an interesting article on investment in Somalialand, the self-declared republic which is desperate for someone to find vast mineral reserves under its soil: At the recently concluded Mining Indaba in Cape Town, Somaliland’s energy minister Hussein Abdi Dualeh had possibly the hardest sell of all. It was his job to convince […]

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Smart Development: How Colombia, Mexico, and Singapore Beat the BRICS

Via Foreign Affairs, an interesting report on the importance of – when comparing emerging economies – considering more than just economic growth rates and examining nations’ capacity to develop thriving welfare systems and ensure human development: The past two decades have been all about the BRICS: a group of five countries (Brazil, Russia, India, China, […]

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ABOUT
WILDCATS AND BLACK SHEEP
Wildcats & Black Sheep is a personal interest blog dedicated to the identification and evaluation of maverick investment opportunities arising in frontier - and, what some may consider to be, “rogue” or “black sheep” - markets around the world.

Focusing primarily on The New Seven Sisters - the largely state owned petroleum companies from the emerging world that have become key players in the oil & gas industry as identified by Carola Hoyos, Chief Energy Correspondent for The Financial Times - but spanning other nascent opportunities around the globe that may hold potential in the years ahead, Wildcats & Black Sheep is a place for the adventurous to contemplate & evaluate the emerging markets of tomorrow.