Archive for June, 2012

Gambling On The Philippines

Via The Financial Times, an article on the gaming boom soon to unfold in the Philippines: The four big casino complexes rising along the scenic Manila Bay in the Philippines haven’t opened their doors yet, four years after the government awarded the exclusive licenses as part of the country’s ambitious plan to cash in on […]

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Failed States Index: A Failed Index Or Guide To Frontier Markets?

Via Foreign Policy and Fund for Peace, a look at the 2012 Failed States Index.  Here are the top 10:   1. Somalia As the situation in Somalia continued to deteriorate in 2011, the country remains at the top of the Failed States Index for the fifth year in succession. Ten out of twelve of […]

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MercadoLibre: Leading In Latin America

Via The Financial Times, a report on MercadoLibre, South America’s dominant ecommerce platform: Stelleo Tolda, chief operating officer of MercadoLibre, says he really didn’t think the company he helped launch in 1999 would grow to become Latin America’s largest online trading platform. Thirteen years later, with 1,600 employees and almost 70m registered users, MercadoLibre – […]

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Pax-Sinica: Why The U.S. Should Hand Over Afghanistan And Central Asia To China

Via Foreign Policy’s Oil & Glory, a provocative piece on Afghanistan and China’s role therein: In northern Afghanistan, a potentially rich, U.S.-backed oil and gas tender is under way this week. Central to hopes for a face-saving force withdrawal in two years, the competition is part of a U.S. strategy of initiating a vibrant, self-sustaining […]

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The Next Billion Shoppers

Courtesy of The Economist, a report on Proctor & Gamble and Unilever’s efforts to reach emerging market consumers: A TRIP to Paris is not usually a miserable way to celebrate your birthday, but so it was this year for Bob McDonald. On June 20th, as he turned 59, the chief executive of Procter & Gamble […]

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The Lure Of Frontier Markets

Via TodayOnline, an article on the growing appeal of frontier markets: With Europe sinking and the US economic recovery faltering, investors who want something more than 0.1-per-cent interest on savings accounts have understandably been looking for alternatives to developed markets. Over the past couple of years, some of them have invested in emerging markets instead. […]

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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.