Archive for April, 2018

Jordan: An Economy Under Siege

Courtesy of The Economist, a look at Jordan’s fragile economy: PERCHED on a hill beneath a ruined Crusader castle, Karak feels a world away from Amman, Jordan’s crowded and expensive capital. The sleepy city is surrounded by lush farms and sits astride the tourist trail, both of which should provide jobs. Yet it has been […]

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Private Equity Floods Vietnam

Via The Wall Street Journal (subscription required), an interesting report on strong private equity investor interest in Vietnam: Global private-equity firms and sovereign wealth funds are pouring record sums of money into Vietnam, fueled by a loosening of ownership restrictions in the communist nation’s largest companies and accelerating economic growth. At least $3 billion worth […]

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How the “Next 11” Countries Could Power the World Economy

Courtesy of Barron’s, an interesting look at the Next 11: On a recent holiday in Vietnam, Cambodia, and Laos, I couldn’t resist thinking about these countries’ economic potential and ongoing policy challenges. After all, in 2005 my Goldman Sachs colleagues and I had listed Vietnam as one of the Next Eleven, or N-11, all countries […]

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Uzbekistan Agrees to ‘Take Part’ in TAPI

Via The Diplomat, a report that Uzbekistan is Uzbekistan has reportedly agreed to participate in the massive Turkmenistan-Afghanistan-Pakistan-India (TAPI) pipeline. The news comes as Turkmen President Gurbanguly Berdimuhamedov paid a visit to Tashkent on Monday. As the visit began, RFE/RL reported that sources had indicated TAPI was on the agenda, followed by Reutersreporting that Uzbek President Shavkat Mirziyoyev […]

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Bangladesh: Poised To Graduate From “Least Developed Country” to “Developing Country”

Via The Diplomat, a look at Bangladesh’s economic growth: The United Nations Committee for Development Policy announced in March that Bangladesh had successfully met the criteria to graduate from a “least developed country” (LDC) to a “developing country” (DC). That sounds like a lot of bureaucratese. But it isn’t. The UN’s low-key proclamation has led […]

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Trouble Brewing In the DRC?

Via The Economist, an interesting article on the business of beer in the DRC: THE Bralima brewery in Kinshasa, the capital of the Democratic Republic of Congo (DRC), is an island of modernity in a city where chaos is the norm. Inside a building near the docks where barges begin the journey up the Congo river, […]

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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.