The Crackdown on the North Korean Market Economy: What Does It Really Mean?

Via North Korea Economic Watch, commentary on some recent events suggesting a North Korean government crackdown against the market economy: Is the North Korean government cracking down on the market economy as such? I would argue that we are not quite there yet, but an ever-increasing number of news seem to be suggesting that economic policy […]

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China Diversifies in Central Asia

Via Eurasianet.com, a look at how Beijing has adopted a new economic model for Central Asia, investing less in major infrastructure and spreading its risk: Roads, pipelines, coal-fired power plants: not so much anymore. Beijing has changed course. It now rarely funds major infrastructure projects in Central Asia. Instead the People’s Republic has shifted to manufacturing: […]

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Angola: The OPEC Producer Looking To Sell A Stake In Its Oil Company

Via OilPrice.com, a report on Angola’s Sonangol: OPEC producer Angola plans to raise much-needed cash via selling a stake in its state oil firm Sonangol by early 2022 as the crash in oil prices—and the pandemic—severely weakened the country’s finances. Angola is considering selling part of Sonangol, as well as a stake in the national […]

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Turkey’s Plans To Become ‘A Logistical Superpower’

Via Window on Eurasia, a look at Turkey plans to become ‘a Logistical Superpower’: Adil Karaismailoglu, Turkey’s minister for transportation and infrastructure, says that Ankara “plans to extend a railroad toward Nakhchivan” something that will require major infrastructure investment within Turkey but could ultimately connect that country to Azerbaijan if railways are repaired and built in […]

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Rail Freight Use on China’s Iron Silk Road Underdelivers

Via The Diplomat, an article on disappointing rail freight use on China’s Iron Silk Road: Containerized rail freight transport under China Rail Express (CR Express) between Europe and China is one of the flagship projects of the Belt and Road Initiative (BRI). However these rail links have been in development since 2011, predating the BRI. […]

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For Future Prosperity, Afghanistan Must Look North

Via Arab News, commentary on Afghanistan’s economic future via linkages to the north: When the international community talks about a “regional solution” for Afghanistan, mostly it is referring to the situation in Pakistan. Sometimes the regional solution is expanded to include India and China. Until recently, it was rare for the Central Asian republics to […]

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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.