Archive for the ‘Uncategorized’ Category

Asia’s Mega-Mall Boom: Headed Toward Bust?

Via Quartz, a report on Asia’s retail real estate issues: Hint: something’s missing. When the United States was choosing a location in Indonesia for its first @America cultural center—a new, interactive, social-media focused face of diplomacy—it decided to stay far away from the embassies of the city center. A stand-alone building would be too inconspicuous in […]

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More Megaprojects? What China’s Rebalancing Means For Asia

Via The Diplomat, a report on China’s economic presence in Asia, taken in light of its slowing domestic growth: The China boom has changed far more than China itself: its impact has been felt right across the global system, from the wealthiest states to the poorest. But for China’s neighbors, there has been a particular […]

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Caspian Sea Energy Profile

Via Eurasia Review, a detailed analysis of the Caspian Sea region’s energy profile: Caspian Region Oil and Natural Gas Infrastructure The Caspian Sea region is one of the oldest oil-producing areas in the world and is an increasingly important source of global energy production. The area has significant oil and natural gas reserves from both […]

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Professional Services Firms: Looking Beyond South Sudan’s Challenges

Via How We Made It In Africa, a look at South Sudan: Not put off by South Sudan’s lack of infrastructure and tensions with its northern neighbour, multinational professional services firms such as EY (formerly Ernst & Young) and Deloitte have opened offices in Africa’s newest country. In 2011 South Sudan declared independence after the […]

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The Great Potash Power Play

Via The Diplomat, an intriguing look at the potash industry, a sector that involves Ethiopia, Ukraine, and China among others: Potash is perhaps the world’s most strategic fertilizer. Mineable deposits are concentrated in a handful of countries, it cannot be synthesized, and crop yields suffer badly without it. Russia-based Uralkali, the world’s largest potash producer, […]

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Countries That May Thrive As China Transitions

Courtesy of STRATFOR (subscription required), an interesting graphic that examines which countries are likely to assume China’s low-end manufacturing and export-led dominance that defined its dramatic three-decade rise: The outlines of this group, what Stratfor calls the Post-China 16, or “PC16,” are only now coming into focus. This group includes Ethiopia, Kenya, Tanzania and Uganda […]

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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.