Archive for October, 2020

IMF Projects Vietnam Will Become 4th Largest Economy In Southeast Asia This Year

Via NHIP CAU, a report on Vietnam’s economic growth: The Southeast Asian country’s GDP in 2020 is estimated to reach $340.6 billion, exceeding Singapore with $337.5 billion and Malaysia with $336.3 billion. The organisation has forecast Vietnam’s 2020 GDP growth at 1.6 percent, while Singapore’s economy will contract 6 percent Meanwhile, Thailand’s GDP this year […]

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US Sanctions Drove Iran Into Huawei’s Arms

Via The Diplomat, an article on how – since U.S. sanctions kicked Ericsson out of Iran – Huawei, the Chinese telecom giant, is poised to win the 5G race in the country: The Chinese high-tech giant Huawei is apparently capitalizing on Beijing’s major 25-year partnership deal with Iran to gain a monopolistic position in the development […]

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Gas War With Russia Drives Turkey In The Caucasus

Via Asia Times, a report on Ankara’s hints that EU allies seeking to diversify from Russian gas should see Karabakh hostilities as a wake-up call: Turkey’s support for the war for Nagorno-Karabakh, a strategic mountainous enclave overlooking two Turkish-backed pipelines, is being propelled by a gas competition with Russia. “Russia is neither an ally, nor an […]

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Iran Wants A “Strategic Partnership” With China

Courtesy of The Economist, commentary on China’s relationship with Iran: China commands a certain mystique in the Middle East. For politicians in Lebanon, broke and on the brink of hyperinflation, it is an atm waiting to dispense billions if they can only find the passcode. For the regime of Bashir al-Assad in Syria it is a deus ex […]

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With Shops Bare, Cuba Mulls Economic Reforms

Courtesy of The Economist, a look at Cuba’s economic plan: Long queues and empty shelves are old news in Cuba. Recently, though, the queues have become longer and the shelves emptier. Food is scarcer than it has been since the collapse in 1991 of the Soviet Union, which supported the island’s communist regime. Now shoppers […]

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East Timor : From Democratic Success to Failed Petro-State

Via Asia Nikkei, commentary on how East Timor went from democratic success to failed petro-state: “Like Bali before the tourism boom.” That is how I described East Timor — a young country brimming with hope — when I first arrived there to work as a correspondent in 2009. The factional violence of 2006-2008 had finally ended and […]

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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.