Archive for the ‘Uncategorized’ Category

A BRIC Wall?

Via Mark Mobius’ blog, an interesting commentary on the BRIC’s economic growth and continued prospects: A global pattern of easing economic growth in the first half of 2012 has impacted the “BRIC” nations – Brazil, Russia, India and China. However, I don’t think the BRIC economies have hit a brick wall. While some market participants […]

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Laos: Country Snapshot

Via Emerging Frontiers blog, a detailed look at Laos: Overview Laos has 6,586,266 people dispersed unevenly across a country that covers 236,800 sq km. The country borders Myanmar and China in the north, Vietnam to the west, Thailand on its eastern border, and Cambodia in the south. Following a period of conflict and civil war, […]

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Frontier Markets: Extreme Investing?

Courtesy of BusinessWeek, a report on frontier markets: Freetown, Sierra Leone As far as investing goes, the economic battlefronts of Europe, China, and the U.S. seem like the only concern. Meanwhile, as if it could not care less about all that, Sierra Leone, the West African nation still shellshocked from years of truly horrific bloodshed, […]

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Nationalized YPF Interests Russian Investor

Via Energy Daily, an interesting report on Gazprom’s interest in YPF: Argentina’s nationalized YPF energy company is pursuing talks with Russia’s Gazprom to forge a partnership and secure needed cash investment in the company. Argentina nationalized YPF in May, alleging its principal shareholder Repsol of Spain wasn’t reinvesting enough earnings in the company, affecting its […]

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Honduras Approves Private Cities Project

Via Honduras News, a report on a new private city initiative approved in Honduras: Honduras signed a deal for an initial investment of 15 million dollars to create the first “Private City” in the country. (Also referred to as “Free Cities”, “Charter Cities”, “Model Cities”, or in Spanish, “RED – Regiones Especiales de Desarollo”, and […]

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Frontier Markets: Out Of The Shadows

Via FundWeb, a report on frontier markets: While compelling growth stories abound in the world’s frontier investment markets, uncertainty around rapidly evolving political situations as well as ongoing corporate governance and liquidity problem seem to be keeping some investors on the sidelines. Often characterised by having some form of political or macroeconomic risk or under-developed […]

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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.