Archive for the ‘Uncategorized’ Category

Mozambique: Risk Of The Resource Curse?

Courtesy of Foreign Policy, an analysis of the potential impact that moving away from fossil fuels could have upon some of the world’s poorest countries such as Mozambique: For as long as people have talked about moving beyond fossil fuels, another tantalizing prospect has hovered over the horizon: the decline of resource-rich authoritarian countries and […]

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The Rise Of African Consumers

Via How We Made It In Africa, an article on how much of Africa’s growth is being fueled not by resources, but rather by a rising consumer market: Africa’s middle class is a key source of private sector growth, but overall spending power remains relatively low. The continent’s consumer-facing industries are expected to grow by […]

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South Sudan: Lots Of Potential But Oil’s Not Well

Via Foreign Policy, an interesting look at South Sudan: The newly independent Republic of South Sudan may top the list of the world’s fastest-growing economies in 2013. The main reason for this is that last year South Sudan experienced one of the most spectacular economic contractions of any state in modern times — a situation […]

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Papua New Guinea’s Resource Boom

Via the Emerging Frontiers blog, an interesting look at Papua New Guinea: Papua New Guinea could become the next resources boom state, with a new study revealing the potential for export revenues to swell six-fold by 2030 to U.S.$38 billion a year. According to a report by Port Jackson Partners commissioned by ANZ Bank, the […]

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Sub-Saharan Telecoms: Getting Connected

Via The Financial Times, an interesting article on sub-Saharan telecoms: The growth in sub-Saharan Africa’s telecoms industry has created global stars in the likes of M-Pesa and MTN, but its continued success rests upon having the right infrastructure to back them up. So the acquisition of Altech Group’s east African telecoms assets by Liquid Telecom […]

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Pipeline Marks Scramble For Myanmar

Courtesy of The Financial Times, a report on the interests of east and west in Myanmar: In May, something curious will happen to the geography of China. The continental-sized country, whose supercharged development has been concentrated in cities on its eastern coast, will gain something it has never had: a western seaboard. An 800km gas […]

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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.