Archive for August, 2016

Venezuela: Running On Empty

Courtesy of Foreign Affairs (subscription required), a very interesting look at Venezuela and how the state ruined its national oil company in its Sept/Oct 2016 issue: Venezuela is in the throes of its most tumultuous political and economic period in decades. The collapse of global energy prices has wreaked havoc on the country’s economy. Estimates […]

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Ethiopia vs. Kenya: A Modern-Day War of the Roses

Via Bloomberg, a look at how a $10 million investment in Ethiopia blossomed into an upstart rival to Kenya for control of Europe’s flower trade: In a giant warehouse near Lake Ziway in central Ethiopia, hundreds of women in aprons work at yellow workbenches under the flags of Dutch soccer clubs PSV Eindhoven and Feyenoord, […]

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Iraq Attracting Deal Scouting Executives

Courtesy of the Wall Street Journal, an interesting look at growing investment interest in Iraq: For years, Iraq has careened from crisis to crisis. Now, some foreign companies see opportunity as the turmoil appears to be subsiding. After disruptive anti-corruption protests earlier this year, a degree of stability has returned to parliament. Weak oil prices […]

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Investing In A Possible Colombian Peace Deal

Courtesy of STRATFOR (subscription required), a look at how resolving the decades-long conflict with the Revolutionary Armed Forces of Colombia (FARC) will provide Colombia with more investment opportunities in the future: Forecast Resolving the decadeslong conflict with the Revolutionary Armed Forces of Colombia (FARC) will provide Colombia with more investment opportunities. But investment, especially in […]

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One Belt/One Road: China’s Marshall Plan?

Via Blooomberg, a summary look at China’s OBOR initiative: China’s ambition to revive an ancient trading route stretching from Asia to Europe could leave an economic legacy bigger than the Marshall Plan or the European Union’s enlargement, according to a new analysis. Dubbed ‘One Belt, One Road,’ the plan to build rail, highways and ports […]

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Xinjiang Trade Raises Doubts Over China’s “Belt and Road” Plan

Via the Financial Times, a look at Xinjiang trade figures and how they may relate to China’s One Belt/One Road future: The vast Chinese northwestern frontier region of Xinjiang may serve as a useful early indicator of how Beijing’s much-touted “Belt and Road Initiative” (BRI) is supposed to work – and how successful it may […]

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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.