Archive for the ‘Uncategorized’ Category

Mozambique: Developed and Developed World, All In One Place

Via How We Made It In Africa, an interesting look at Mozambique: While Mozambique’s economy has experienced rapid growth over the past years, much of this new wealth has not trickled down to the broader population. So says Dominique Lalous, country manager of logistics company DHL in Mozambique. Mozambique’s nascent coal mining and natural gas […]

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China And Southeast Asia: Unbalanced Development In The Greater Mekong Subregion

Via the European Financial Review, a look at the great Mekong sub-region: Integrating with Southeast Asia is a key component of China’s multi-pronged regionalisation around its borders as its global rise continues. Below, Xiangming Chen and Curtis Stone consider the ambition of China’s ‘Go Southwest’ strategy to extend its economic interests and influence into Southeast […]

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Avoiding Africa’s Resource Curse

Courtesy of Foreign Affairs (subscription required), a very interesting look at some ways Africa could avoid a “resource curse”: In October 2011, the U.S. Department of Justice filed a motion to seize a palatial cliff-top home in Malibu, California. The 16-acre property towers over its neighbors, with a palm-lined driveway leading to a plaster-and-tile mansion. […]

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Trouble in Emerging-Market Paradise

Courtesy of Project Syndicate, an article examining the plight of the BRICS: During the last few years, a lot of hype has been heaped on the BRICS (Brazil, Russia, India, China, and South Africa). With their large populations and rapid growth, these countries, so the argument goes, will soon become some of the largest economies […]

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Sudan, South Sudan: Outsiders Try Diplomacy to Prevent Oil Stoppage

Courtesy of STRATFOR (subscription required), a report on South Sudan South Sudan has been gradually decreasing its oil production over the last week in response to Sudan’s continued threats to shut down pipelines transporting South Sudanese oil over allegations that Juba supports rebel groups within Sudan. Negotiations between the two countries to prevent another complete […]

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The Amazing, Surprising, Africa-Driven Demographic Future Of The Earth

Courtesy of The Washington Post, a fascinating series of graphics detailing the demographic future of Earth.  I cannot copy the interactive charts here but I strongly encourage you to visit the full article so you can see for yourself: Traffic moves through downtown Lagos, Nigeria. The United Nations Population Division, which tracks demographic data from […]

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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.