The Commodity Megatrend: Look to the BRICs
Via ValueWalk, a report on the impact of commodity scarcity and pricing on BRIC nations:   “The most valuable commodity I know of is information.” (Gordon Gecko in “Wall Street” by [...]
North Korea’s Resource Headache
Courtesy of The Diplomat, an interesting look at North Korea: North Korea’s moribund economy is one that most observers would like to see marketized and internationalized. This is often considered [...]
China’s Pipeline From Myanmar Under Pressure
Via China Dialogue, a look at the challenges related to the planned Chinese pipeline from Myanmar’s west coast to China: In late February, Burmese vice-president U Tin Aung Mying Oo led a [...]
Peru And Colombia: Breaking Free Of The Commodity Super Cycle
Courtesy of The Financial Times, a look at the economic development of Peru and Colombia: How would South America’s economies fare if commodities suddenly collapsed? Probably not very well. Indeed, [...]
Vietnam: Not The Next China
Courtesy of The Financial Times, a close look at Vietnam: Until 2008 Vietnam was regarded as “the next China”. Then the global credit bubble burst and a far-less impressive economy emerged. But [...]
South American Outlook: May 2012
Courtesy of Frontier Strategy Group, a look at growth forecasts for Latin America’s largest economies: Frontier Strategy Group’s clients are revising growth forecasts for Latin America’s [...]

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.