Archive for February, 2010

Vietnam: A Sunny Forecast?

Via Foreign Policy and The Eurasia Group, an interesting look at Vietnam’s economic prospects.  As the article notes: “…A few years ago, Vietnam looked set to lead the pack among “frontier markets,” the next wave of emerging players to offer cutting-edge growth and investment opportunities. Banks were setting up Vietnam funds. Unfortunately, the country’s sometimes […]

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Myanmar’s Privatization Plans

Courtesy of The Wall Street Journal, an interesting look at a flurry of privatizations of key state enterprises in Myanmar which is raising speculation about whether the country’s military regime is planning more market reform or simply trying to cash out before an election expected later this year.  As the article notes: “…The Myanmar government […]

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Ports In A Storm? China’s Port Projects in Southeast Asia

Courtesy of The New York Times, an interesting report on China’s ambitious trading strategy in South Asia and its influence on its Asian neighbors.  As the article notes: “…Now, China is investing millions to turn this fishing hamlet into a booming new port, furthering an ambitious trading strategy in South Asia that is reshaping the […]

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Cambodia

Via The Khmer News, an interesting look at the potential offered by Cambodia today.  As the article notes: Douglas Clayton, founder of frontier market fund manager Leopard Capital, has a habit of relocating to the country he believes is on the cusp of development. Right now, his home is Cambodia. “It’s fun to be in […]

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Ding, Dong: Is The Bell Tolling For Vietnam?

Courtesy of The Wall Street Journal, a report that Vietnam will devalue its currency for the second time in less than three months as the Southeast Asian nation continues to struggle with a hangover from economic volatility during the past two years.  As the article notes: “…An increasingly popular destination for Western capital, Vietnam continued […]

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Azerbaijan’s Pipeline To Iran

Courtesy of STRATFOR (subscription required), details on the plans by Azerbaijan’s state-owned energy firm, SOCAR, to construct a new pipeline to export natural gas to Iran.  As the article notes: “…The report quoted the deputy head of Azerigaz, SOCAR’s natural gas subsidiary, as saying that work was in progress to construct the 200-kilometer-long (124-mile-long) Sangachal-Azadkend-Astara […]

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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.