Archive for the ‘Uncategorized’ Category

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, […]

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Equatorial Guinea: Squandered Riches

Courtesy of the Financial Times, a detailed look at how the tiny oil-rich African nation of Equatorial Guinea is suffering from the resource curse: Standing nearly five storeys high, the granite headquarters of the Democratic Party of Equatorial Guinea epitomises the power of this small country’s ruling party. A pastiche of Middle East extravagance, false […]

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MINT, BRICS, And The Fragile Five

Via the Business Insider, an article on an interesting Venn Diagram tweeted by economist Duncan Weldon: At the moment, everyone’s focused on the group in the center, the Fragile Five, since each of those have unique domestic stories threatening their growth status. The circle on the right, the BRICS, is the old grouping of hot […]

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Beyond China: The Asian Play for Africa

Via Ozy, an interesting look at India’s involvement in Africa: Roses may be red, but when Ramakrishna Karuturi sized up those thorny flowering plants back in the 1990s, he saw only green. It wasn’t until Karuturi’s farming acquisitions in Ethiopia and Kenya toward the end of last decade, however, that the Bangalore businessman turned his rose-growing […]

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Insight Into The Frontier Markets Consumer

Via Emerging Frontiers, an interesting look at the frontier markets consumer: Swiftarc Capital is an independent, privately held investment management firm that focuses on consumer companies in emerging & frontier markets. The firm was founded in 2010 and has two managing partners/portfolio managers; Sid Jawahar and Siamc Kamalie. In this interview with Emerging Frontiers, Siamc […]

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Gates: By 2035, There Will Be Almost No Poor Countries Left In The World

Via The Gates Foundation, a very interesting commentary in his 2014 annual letter on the world’s “poor” nations: POOR COUNTRIES ARE DOOMED TO STAY POOR I’ve heard this myth stated about lots of places, but most often about Africa. A quick Web search will turn up dozens of headlines and book titles such as ‘How […]

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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.