Archive for the ‘Uncategorized’ Category

BRICS vs. MINTS

Via Bloomberg, an interesting article on MINTs by Jim O’Neill: I spent last week in Indonesia, working on a series for BBC Radio about four of the world’s most populous non-BRIC emerging economies. The BRIC countries — Brazil, Russia, India and China — are already closely watched. The group I’m studying for this project — […]

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The Future of BRIC & MIST Economies

Via AlphaNow, an interesting infographic on BRIC and MIST economies:

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Pipelines Of Empire

Courtesy of STRATFOR (subscription required), an interesting analysis of the geopolitical impact of pipelines in Europe: At this juncture in history, the fate of Europe is wound up not in ideas but in geopolitics. For millennia, eruptions from Asia have determined the fate of Europe, including invasions and migrations by Russians, Turkic tribes and Byzantine […]

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The New Emerging Market Multinationals

Via the European Financial Review, an interesting look at four strategies for disrupting markets and building brands being used by emerging market multinationals: In the past decade, a new breed of challenger businesses and brands has burst upon the world stage. Below, Amitava Chattopadhyay, Rajeev Batra, and Aysegul Ozsomer discuss how emerging market multinational corporations […]

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Portrait Of A Frontier Investor

Courtesy of the Financial Times, an interesting look at Schulze Global Investments, a frontier market investment fund: Pioneer fund: Gabriel Schulze is upbeat about Ethiopia No sooner had US investor Gabriel Schulze moved to China to gain a foothold in the world’s most promising untapped markets eight years ago than he realised he was already […]

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South Sudan Hopes To Attract New Oil Investment

Via STRATFOR (subscription required), an interesting update on South Sudan: Oil workers at the Thar Jath field in Unity state, South Sudan. Summary The South Sudanese Energy Ministry’s Oct. 29 announcement that it will auction off a number of oil concessions by the end of 2013 illustrates the country’s need to attract foreign oil companies […]

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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.