Archive for February, 2013

Mexico: Back In The Game

Via The New York Times, an op-ed on Mexico’s re-emergence as global economic power: IN India, people ask you about China, and, in China, people ask you about India: Which country will become the more dominant economic power in the 21st century? I now have the answer: Mexico. Impossible, you say? Well, yes, Mexico with […]

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KFC: Taking On Mongolia’s Barbeque?

Via The Financial Times, a look at KFC’s efforts to enter the Mongolian market: Mongolia is following the footsteps of its largest trading partner, China, whose first western food chain in 1987 was Yum! Brands’ KFC. Now Mongolia’s Tavan Bogd Group has attained franchise rights to the restaurant chain, though the success of fast food […]

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Pakistan’s Energy Savior: Iran

Courtesy of The Diplomat, a report on Pakistan’s energy ties with Iran: Pakistan’s President Asif Ali Zardari arrives in Iran today to sign a series of economic agreements, including one that finalizes the Iran-Pakistan natural gas pipeline. At the end of January, the two sides agreed to set up a joint construction company to build […]

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ASEAN: The New BRICs?

Via Asia Sentinel, an interesting article on ASEAN’s quick growth: For 15 years, since the Asian Financial Crisis of 1997 and 1998, the young tigers of Southeast Asia have been looked upon with suspicion by most investors while they struggled to rebuild their foreign currency reserves, signed currency swaps, strengthened their banking systems and made […]

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North Korea

Courtesy of The Economist, an interesting look at North Korea: WITH her turquoise top, Dayglo trainers and Hello Kitty mobile phone, Jeon Geum Ju fits right in among the young latte-sippers in a Starbucks in downtown Seoul. Her dark eyes sparkle as she talks—and she talks a lot. The only time that the 26-year-old hesitates, […]

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Africa: Could Offer Big Rewards To Brave Investors

Via The Telegraph, an article on the investment potential of Africa: Africa has long been trailed as the ultimate long-term, speculative investment. As the troubled continent finally fixes its endemic economic problems and develops, profits should start to flow and stock markets rise. That argument is now rapidly gaining ground – and more investment opportunities […]

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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.