Archive for June, 2017

Trendy Asian Lifestyle Chain Opens In North Korea

Via The Economist, an article on a trendy Asian lifestyle chain opening in North Korea: WHEN Miniso said in January that its stores would “bring the happiness of stress-free shopping to the Koreans”, you would be forgiven for thinking they were referring to emporium-loving Seoulites. In fact, the home-goods store, co-founded by a Chinese entrepreneur and […]

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North Korea’s Journey From Feudalism To Crony Capitalism

Courtesy of The Financial Times, a report on how changes in North Korea have led to higher wages and private enterprise — making it harder to pressure the state with sanctions: Woken before dawn, the group of foreign journalists were stripped of their mobile phones and piled on to a bus. They were in Pyongyang […]

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Energy in Central Asia: Who Has What?

Via The Diplomat, a look at Kazakhstan, Turkmenistan, Uzbekistan and a breakdown of their energy resources: Each summer, BP releases a statistical review of world energy. The review — in its 66th year — is well regarded and draws on a variety of sources, giving one of the most comprehensive views of energy reserves and consumption […]

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OBOR Online: The Digital Silk Road

Via the Financial Express, a report on the implications that China-funded digital connectivity in OBOR geographies has for global e-commerce: Focus on the land and sea corridors in China’s One-Belt-One-Road (OBOR) has overlooked a vital aspect of connectivity that the initiative aspires: digital connectivity. This could be the biggest force of continental cross-border connections generated […]

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Private Equity Looks To East Africa For Investment Opportunities

Courtesy of The Financial Times, a look at how – with Nigeria in economic recession – global buyout groups are searching for deals in Kenya: Buyout groups investing in Africa are turning east and shunning the oil-rich western part of the continent as they grapple with the effect of low commodity prices on private equity’s final […]

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In Central Asia, China Finds a Crowded Playing Field

Courtesy of STRATFOR (subscription required), a look at how China has found a crowded playing field in Central Asia: The expansion of the Central Asia-China pipeline will eventually enable Turkmenistan to export its natural gas to new markets, but in the meantime, it will be more reliant on China. Though improving transport infrastructure is a shared […]

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ABOUT
WILDCATS AND BLACK SHEEP
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.