Archive for April, 2015

With China Pouring In Billions, Is Pakistan The New India?

Courtesy of Barron’s, two interesting looks at Pakistan in light of China’s announced $46B of investment in that country.  The first examines the potential impact of the investment on the market and country: China’s President Xi Jinping is visiting Pakistan this week, promising $46 billion in infrastructure investment. China wants to build a 3000km “economic corridor” between Kashgar in […]

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A Fiber-Optic Silk Road

Via The Diplomat, an interesting look at the cyberspace implications of China’s Silk Road initiative: Not even two years into what will be a ten-year tenure at China’s helm, Xi Jinping has already made his mark on China’s foreign policy, in particular with the launch of the “One Belt, One Road” initiative, also known as the […]

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Family Style Capitalism In Asia

Courtesy of The Economist, an interesting article on family-led companies in emerging Asian markets: THE BUSINESS CAPITAL of the Philippines is a part of Manila called Makati. But it might be called Ayala, after the country’s most powerful company, which seems to dominate it. Ayala’s 35-storey headquarters stands in the heart of Makati, in Ayala […]

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Three Reasons It’s Time For Angel Investors To Go Global

Via RENEW Strategies, a quick commentary on the promise of frontier markets: Times are changing – Markets around the world are opening up, technology is shrinking 3,000 miles to 30 miles, and angel investing is the new “VC”. At RENEW, we think it’s time for U.S. angel investors to start going global. Here’s why: The […]

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Guyana

Via World Folio, an interesting look at Guyana: The ideal base to do business in South America and the Caribbean, the only English-speaking country on the continent has also emerged as a pioneer in green economic policymaking Americans know little about this South American country with a Caribbean soul, but that is about to change. […]

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Lagos To Prosper?

Via Granta, an interesting take on Lagos: The city of Lagos takes the form of an awkwardly shaped octopus, with tentacles reaching east and west, plucking up land that was once outside of its edges or part of neighbouring states. The metropolis, the commercial capital of Nigeria, is inundated with water, a fact never more […]

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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.