Archive for the ‘Countries’ Category

Uzbekistan: Most Intriguing Market In Frontier Asia

Via Seeking Alpha, a positive look at Uzbekistan: Summary Uzbekistan is poised to be a leader in Central Asia and is a standout country among other frontier markets. Market reforms that were recently implemented in 2016 will support private sector-led growth. Uzbekistan stands out in particular for its relatively lower minimum wages, as well as […]

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Crushed by U.S. Sanctions, Iran Pins Economic Hopes on Mall Developer

Courtesy of The Wall Street Journal, an interesting look at the potential of the business might of the Islamic Revolutionary Guard Corps to stabilize Iran’s teetering economy: Faced with a U.S. campaign to choke Iran of capital and investment, Saeed Mohammed is trying to find ways to keep the lifeblood of his country’s economy flowing. […]

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Chinese Private Security Moves Into Central Asia

Via The Diplomat, a look at the expansion of private Chinese security companies in Central Asia: As Kyrgyz President Soornbay Jennbekov pushed efforts to make the China-Kyrgyzstan-Uzbekistan Railway a reality, a private Chinese security company signed deals to protect the contested project for China Railway Group.  The 2016 Chinese embassy bombing in Bishkek heightened risk perception among […]

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Geopolitics and the Asian Infrastructure Investment Bank

Via The Geopolitical Monitor, a look at the geopolitics around the Asian Infrastructure Investment Bank (AIIB): In June 2015, the creation of the Asian Infrastructure Investment Bank (AIIB) was agreed to by representatives of 50 countries in Beijing, China. The Bank started operating in January 2016 and its first four loans – totaling USD 509 […]

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Uzbekistan: Rapidly Overhauling Its Economy

Courtesy of The Economist, a report on Uzbekistan: The light and airy chaikhana, or teahouse, had been built to take advantage of the traffic between two of the biggest cities of the Fergana Valley, a fertile region at the heart of Central Asia. After the break-up of the Soviet Union Andijan and Osh had found themselves […]

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Frontier Markets: Rapid Growth Propelled by Reform

Via Hubbis, some interesting commentary from 15 gatekeepers, asset managers and CIOs during a private and off-the-record discussion on the development of frontier and MENA markets: The topics covered included the key reasons for investment in frontier markets, their high growth but low correlation to global equity markets, the rationale for alpha strategies and the sustainability of […]

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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.