Promising Emerging Markets For 2020

Via Atradius, a report on the most promising emerging market opportunities in 2020: Summary Despite ongoing trade disputes and increased geopolitical uncertainty, there remain several bright spots for export opportunities in emerging markets Brazil, Colombia, Kazakhstan, the United Arab Emirates, Senegal and Vietnam shine in 2020 as markets with strong growth prospects and limited vulnerability […]

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U.S. Faces Tough ‘Great Game’ Against China in Central Asia and Beyond

Via The New York Times, commentary on how the Trump administration sees former Soviet republics in the heart of Asia as critical battlegrounds in the struggle with China over global influence: Inside the ancient walls of the Silk Road oasis town of Khiva, China has put down a marker of its geopolitical ambitions. A sign promotes a […]

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Bangladesh: Will Congested Ports Choke Its Economy?

Courtesy of STRAFOR (subscription required), a look at how Bangladesh’s efforts to maintain the country’s explosive economic growth will require updating its overburdened trade infrastructure — opening opportunities for China, India and Japan: To maintain its status as one of Asia’s most promising emerging markets, Bangladesh is pursuing an ambitious infrastructure overhaul — and its […]

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Lukoil’s Strategic Interests in Turkmenisan

Via Times of Central Asia, a report on Lukoil’s strategic interests in Turkmenistan: President of Turkmenistan Gurbanguly Berdymukhammedov on February 5 in Ashgabat received Vagit Alekperov, President of the largest Russian private oil company LUKOIL. During the meeting, Alekperov said that LUKOIL has strategic interests in Turkmenistan, which has significant hydrocarbon reserves, the Russian company […]

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The Digital Silk Road: Where Most of The China vs. West Rivalry Will Play Out

Courtesy of The Economist, a look at the digital Silk Road: One tropical evening in November, the 9,800-tonne Ile de Bréhat slipped from the quay at Honiara, capital of the Solomon Islands, and steamed out of Iron Bottom Sound. For weeks the boat had been a familiar sight as it finished its job of laying 4,700km of […]

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China’s BRI Initiative: Return To Center

Courtesy of The Economist, a look at China’s BRI initiative: On China’s border with Kazakhstan, a new Silk Road city has sprung up with such speed that Google Earth has scarcely begun to record the high-rises that now float on a winter mist above the steppe. What once would have been flattered to be called […]

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About This Blog
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.