The New Silk (Rail)Road
April 4th, 2008 An interesting article in Windows on Eurasia, analyzing how two enormous railroad projects – one going north-south between Iran, Russia and Azerbaijan, and a second backed by the West going [...]
If Not Decoupling, Perhaps Less Coupling…?
April 2nd, 2008 Via The Financial Times, interesting analysis by Mark Mobius as to whether or not the US recession will hinder emerging market stocks.  As the article notes: “…there is strong [...]
Iran Continues to Support Idea of Gas Cartel
March 12th, 2008 Via Upstream Online, a report that Iran has stated that it believes an Opec-style cartel for natural gas producers could help cut production and costs and benefit customers.  According to the [...]
Emerged Markets?
March 11th, 2008 As analyzed by Knowledge at Wharton, many emerging markets show signs of a strong and growing middle-class population, leading some observers to wonder whether the term ’emerging markets’ [...]
Frontier Funds
March 11th, 2008 As recently reported by The Financial Times, the subprime-driven credit crisis is causing some people to look at frontier markets for unconventional, uncorrelated returns.  As the article notes: [...]
China’s Energy Diplomacy
March 11th, 2008 Via Energy Daily, an interesting analysis of China’s energy diplomacy as part of the country’s quest for energy to feed its export economy as well as its strategic competition with India [...]

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.