Archive for the ‘Uncategorized’ Category

Mozambique’s Promising Future

Via How We Made It In Africa, a detailed look at Mozambique: After almost two decades of civil war, Mozambique is rapidly emerging as one of the fastest growing economies in Africa. Economic growth is expected to average around 8% over the next few years, inflation is slowing from 8% in 2012 to an estimated […]

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Laos High-Speed Rail: China’s Ticket To Ride To Southeast Asia And Beyond

Courtesy of The Financial Times, an article on a high-speed rail project between Laos and China: It looks like Laos, China’s tiny landlocked southern neighbour, is about to find out whether sharing a border with China is a good thing. Laos has two things China needs – natural resources such as potash and hydropower, and […]

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Frontier Entrepreneurship: Doing Business In The Hardest Spots On Earth

Courtesy of Inc., an interesting article (first in a series) on frontier entrepreneurship by Jake Cusack and Matthew Tilleard, a pair of investment advisors who work with growth companies in Afghanistan, South Sudan, Iraq, Haiti, and other countries devastated by war and poverty: You can learn a lot about a country on the way over, […]

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The Final Frontier: Sub Saharan Africa

Via Foreign Policy, an interesting article on Sub Saharan Africa: In popular culture, sub-Saharan Africa may still conjure  images of conflict and poverty, yet investors from Wall Street to Main Street are taking a decidedly rosier view. Africa’s surging growth is now well known — the region is home to six of the 10 fastest-growing […]

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Africa: A Tsunami Of Liquidity Set To Wash Up On Its Shores?

Courtesy of The Financial Times, an interesting commentary on Africa: It was Vinod Khosla, who bagged a billion at Sun MicroSystems in Silicon Valley, who said, ‘The future is not seen in the rear view mirror.’ I started my journey from Mombasa, spent half my life in the City of London running interest rate trading […]

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Importing Americana To The Mideast

Via Fortune Magazine, an interesting report on how M.H. Alshaya is transforming mall culture in the Gulf region with lattes, milk shakes, and cheesecakes: A Pinkberry yogurt shop at the Mall of the Emirates in Dubai David Overton makes a point of trying to get to every one of his restaurant openings. In the 35 […]

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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.