Archive for October, 2011

China: Passing The Buck in Afghanistan?

Via Foreign Policy, an interesting article on China’s economic interests in Afghanistan which, so far, have not been mirrored by any security investments.  As the report notes: “…As we pass the 10-year anniversary of the US-led war in Afghanistan, most attention has been focused on how much longer the United States intends to stay in […]

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Iran Forgets India and Keeps Pitching Peace Pipeline to Pakistan

Via GreenProphet, an interesting article on Iran’s efforts to woo Pakistan to join in a natural gas “peace” pipeline project.  As the report notes:   Iran, becoming more isolated appeals to Pakistan to move ahead with natural gas “peace pipeline.” Saboteurs have already had their say in the idea. Image via BSO-NA As Iran becomes […]

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Myanmar: An Outcast With Assets

Via The Financial Times, an article on Myanmar, a pariah state taking tentative steps to attract foreign investors: “…They have decided to change. It’s not what we called for, but there are changes. Even if they are pretending to change, we should push them so the change becomes irreversible. If we keep saying that ‘you […]

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Venezuela: A Tale of Potential and Peril

From Emerging Markets Insight, a report on Venezuela’s investment promise and peril: Venezuela presents a major challenge for MNCs who recognize the country’s market potential and high profit margins, but are troubled by the risks associated with any significant presence in the country. The upcoming elections in 2012 and recent concerns over Chavez’s health has […]

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Zambia: Striking The Dragon

Courtesy of The Financial Times, an interesting article on recent strikes at Chinese-owned mines in Zambia.  As the report notes: Zambia, the landlocked country in southern Africa that is the continent’s biggest copper producer, has been in the headlines a lot since new President Michael Sata won elections last month. Among other things, the country […]

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Where China Meets India: The Improbably Bright Future of Myanmar

Via the New York Times, a review of an interesting book focused on Myanmar.  As the article notes: “…As economies and societies all around them have flourished, two countries have been strikingly left out of the East Asian boom of the past generation: North Korea and Myanmar. The strategic importance, internal miseries and governing oddities […]

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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.