Archive for the ‘Uncategorized’ Category

ASEAN: The New BRICs?

Via Asia Sentinel, an interesting article on ASEAN’s quick growth: For 15 years, since the Asian Financial Crisis of 1997 and 1998, the young tigers of Southeast Asia have been looked upon with suspicion by most investors while they struggled to rebuild their foreign currency reserves, signed currency swaps, strengthened their banking systems and made […]

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Africa: Could Offer Big Rewards To Brave Investors

Via The Telegraph, an article on the investment potential of Africa: Africa has long been trailed as the ultimate long-term, speculative investment. As the troubled continent finally fixes its endemic economic problems and develops, profits should start to flow and stock markets rise. That argument is now rapidly gaining ground – and more investment opportunities […]

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Ghana: Fast Money, Fast Growth

Via Ventures Africa, a detailed look at Ghana: The Economist once labelled Africa “The Hopeless Continent”. In a U-turn it then granted Africa the label – “Hopeful Continent”. Ghana is now the fastest growing economy in the “Hopeful Continent”. More and more, the prospects for African countries are beginning to stir exciting opportunities for investors […]

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China, India, Indonesia, Vietnam, Bangladesh: Best Long-Term Growth Prospects

Via Maplecroft, a report on how China, India, Indonesia, Vietnam, and Bangladesh have best long-term growth prospects in the world: The economies of China, India, Indonesia, Viet Nam and Bangladesh have been identified as having the best growth prospects for business over the next two decades, according to Maplecroft’s newly released Global Growth Atlas 2013, […]

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Frontier Markets: Picking Stocks Pays Off?

Via BloombergBusinessweek, an interesting article on frontier markets and returns from picking stocks versus indexing: Fund managers who focus on the world’s least-developed markets are trouncing their benchmark index—something most investors routinely fail to do. Mark Mobius’s Templeton Frontier Markets Fund and 12 similar funds investing in countries from Vietnam to Nigeria and Romania earned […]

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Once War-torn And Wayward, Sri Lanka Now Lauded As Asia’s Next Success Story

Via Emerging Frontiers blog, an interesting look at Sri Lanka: Since Sri Lanka’s 26-year civil war against the Tamil Tigers came to an end in 2009, the South Asian nation of 20 million has experienced impressive growth due to a rise in tourism and its strategic position along one of the busiest international shipping lanes […]

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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.