Archive for the ‘Uncategorized’ Category

Investing In Africa: A Good Bet?

Courtesy of How We Made It In Africa, an interesting article on what’s being done to make Africa more attractive to investors: From the start, those on the panel questioned the title, De-risking Africa. South African president Jacob Zuma said, “I’ve been questioning myself about the topic. De-risking Africa. Is Africa risky more than any […]

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Myanmar: Will Asia’s Breadbasket Rise Again?

Via The Financial Times, a report on Myanmar’s agribusiness potential: To the lengthening list of foreign companies beating a path to Myanmar, add at least two more: Wilmar, one of Asia’s largest agribusinesses, and Cargill, the commodities’ trader. Wilmar, a Singapore-listed group and the world’s largest processor of palm oil by volume, told beyondbrics it […]

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South Sudan Signs Oil Deal With Israel

Via Energy Daily, a report that South Sudan has signed an oil deal with Israel: South Sudan says it has signed an agreement with several Israeli oil companies, a potentially significant strategic move that will consolidate the Jewish state’s relations with the fledgling, oil-rich East African state. It will also bolster Israeli moves to counter […]

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Frontier Markets And The New Global Economy

Via Mastercard, an interesting report on frontier markets: The frontiers of civilization as traditionally characterized – like the Wild West or Arctic poles – occupy a position not unlike that of the global economy’s frontier markets today: not only do they inspire excitement and symbolize novelty, they also represent a wealth of unexplored opportunity. Frontier […]

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World’s Middle Class: 5 Billion By 2030

Via Quarz, an interesting look at the rise of the world’s middle class: Millions of newly affluent people in emerging economies are reshaping and resizing the global middle class. The world’s middle class will swell from 2 billion to almost 5 billion by 2030, with most of that growth coming from developing countries, according to […]

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Investment Case For Africa

Via How We Made It In Africa, some interesting analyst commentary on the investment case for Africa: Anthony, you’ve highlighted the investment case for Africa for several years. Why are you so excited about the opportunities there? Anthony Eaton: The average age in Africa is about 20. In Asia it’s about 30. In contrast, in […]

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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.