Archive for September, 2019

Khorgos or Khor-stops: Hype on the Belt and Road

Via The Diplomat, an updated look at Khorgos which is less transformative than its proponents believe – and yet it does illustrate some of the promise of the BRI: Since its announcement at Nazarbayev University in Kazakhstan in 2013, what has become known as China’s Belt and Road Initiative (BRI) has prompted a host of analyses […]

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Warning Signs Over Libya’s Oil Production

Courtesy of STRATFOR (subscription required), a report on Libya’s oil production: HIGHLIGHTS Any attempt by the National Oil Corporation to further restrict supplies of kerosene, diesel and jet fuel to eastern Libya risks upending the balance of Libya’s oil sector, which has maintained production of about 1 million barrels per day despite the outbreak of […]

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Iran’s Economy: Bruised But Not Broken

Via The Iran Project, commentary on Iran’s economy: Last April, in a column for this blog I predicted that sanctions are very unlikely to force Iran to renegotiate the multilateral nuclear deal known as the Joint Comprehensive Plan of Action (JCPOA). In particular, I argued that the belief held by Iran hawks in Washington foreign […]

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Ranking Top African Countries For Investment

Via How We Made It In Africa, an article on the top ten (10) countries for African investment: The latest edition of Rand Merchant Bank’s Where to Invest in Africa report assesses each African economy’s investment potential, by overlaying macroeconomic fundamentals with the practicalities of doing business on the continent. “After nine years of publishing, we never […]

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Tokayev’s Kazakhstan

Via The Atlantic Council, detailed commentary on Kazakhstan under the new Presidency: Since Kassym-Jomart Tokayev assumed the presidency on March 20, Kazakhstan has taken a beating in the world press. And not without cause. Two days after the event, police shut down several unprecedented demonstrations in the capital. Over the following weeks several thousand young […]

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Uzbekistan: The Hidden Gem In China’s New Silk Road

Via Forbes, a look at Uzbekistan: Uzbekistan may very well be the best under-the-radar investment story in the world today. But the transformation spearheaded by the country’s new president, Shavkat Mirziyoyev, from socialism to capitalism should put the $50 billion economy on investors radar screens. The country is famous for the ancient cities of Samarkand […]

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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.