New Silk Road Money Is Paving The Old Silk Road

Via The Asia Times, an article on the hurricane of yuan blowing through Central Asia, funding everything from high-rise hotels to thousands of kilometers of highways: There never used to be much to do in Khorgos, a remote and dusty outpost on the China-Kazakh border. As recently as 2011, it was a settlement of a mere […]

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Could Caspian Cooperation Help Solve Turkmenistan’s Economic Problems?

Via Central Asian Bureau for Analytical Reporting, commentary on Turkmenistan: In the last 2-3 years, independent media write regularly about the inflation in Turkmenistan, incessant queues, shortage of basic goods, and strengthened punitive measures against those who are disgruntled. The authorities of the country never comment these statements and still claim Turkmenistan lives in the […]

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Kazakhstan’s ‘Opening Up’ Makes It A Standout Among Frontier Markets

Via Forbes, a look at Kazakhstan: Famous hedge fund manager Ray Dalio of Bridgewater Associates in Connecticut likes to say that either you’re being paid for earnings or you’re being paid for yield. With earnings growth and yield shrinking in many of the advanced economies (negative in parts of Europe), investors are forced to look […]

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Somalia To Announce Plans For First Oil Licensing Round In December

Via Reuters, a report on Somalia’s plans for first oil licensing round in December: Somalia will announce plans in December for its first ever oil and gas licensing round, its oil minister said on Tuesday, as the frontier market looks to attract new investment after decades of civil strife. At least three mortar bombs were fired last […]

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Rethinking the ‘Africa Play’: Why One Firm Held Back from the Africa Investment Frenzy

Via Next Billion, interesting commentary on why one firm held back from the Africa investment ‘frenzy’: In [northern hemisphere] spring 2019, the investment committee at Blue Haven Initiative’s Ventures team raised a painful question: Did we miss the boat? Running an in-house venture fund, my team had made only one new investment in 2018 (Shortlist). We’d held back […]

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Africa’s Experience With Chinese Investors Has Some Parallels With Central Asia

Via, an article on China’s investment activities in Central Asia: Poorly governed, resource-rich countries with exploding populations that are hungry for investment: Africa and Central Asia have much in common. Both are also aggressively courted by Chinese investors, these days under the catch-all Belt and Road Initiative, or BRI. Africa got a head start, […]

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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.