Archive for September, 2017

Reforming Egypt’s Economy

Via The Economist, a look at the Egyptian government’s latest efforts to reform its economy: THE train north from Cairo winds through the lush fields and meandering canals of the Nile Delta, before chugging into Alexandria. The scenery is pleasant on a 180km journey that can drag on for more than four hours. It is […]

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In Nigeria’s Wild Telecom Frontier, Firms Brave Shifting Rules for Hopes of Growth

Via the Wall Street Journal, a report on how mobile operators are navigating changing regulatory environment and network issues in Nigeria: The prospects for mobile-phone growth in Nigeria are among the most lucrative for telecom operators globally, but also the most challenging. Only some 45% of the approximately 192 million people in Africa’s most populous […]

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Railway Cargo Flow Between Afghanistan and China Depends on Uzbekistan

Via Central Times of Asia, a report on how railway cargo between Afghanistan and China depends on Uzbekistan: The shipment of goods to Afghanistan by rail from China stopped three months ago due to the lack of infrastructure at the Afghan port on the Uzbek border and the absence of trade and transit agreements with […]

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The Opaque Trading Network Keeping North Korea Afloat

Courtesy of the Financial Times, a look at the web of rusty ships and shell companies keeping North Korea afloat despite tightening sanctions: For a Hong Kong company managing a small fleet of cargo ships, Union Link International hoists an exotic array of flags, from China and Tanzania to the Pacific island nations of Niue […]

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Hot and Hungry Cities: The Future of Urban Food Wars

Via Cipher Brief, a report on the rise of megacities and challenges of feeding them: This century will be defined by two trends: how we manage climate change and how we manage the rise of megacities. Over the next 20 years, the global urban population will grow from 3.5 to 5 billion people. The strain […]

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Emerging Markets In 2050

Via ValueWalk, an interesting look at emerging markets in 2050: Not long from now, the entire notion of “emerging markets” will go the way of telephone land lines and gasoline-powered cars. Soon, so-called “emerging” markets will be bigger than those that have (supposedly) been granted “developed” status. I’ve written before about how it’s strange to speak […]

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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.