Archive for the ‘Brazil’ Category

The End of Emerging Markets?

Via Foreign Policy, sober commentary on how economies such as Brazil, Indonesia, India, Russia, and Turkey face a daunting new reality. The story of the coronavirus has so far been told mostly from the perspective of rich countries, but its harshest effects will still likely be felt by the world’s poor. Africa’s cases rose by […]

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Promising Emerging Markets For 2020

Via Atradius, a report on the most promising emerging market opportunities in 2020: Summary Despite ongoing trade disputes and increased geopolitical uncertainty, there remain several bright spots for export opportunities in emerging markets Brazil, Colombia, Kazakhstan, the United Arab Emirates, Senegal and Vietnam shine in 2020 as markets with strong growth prospects and limited vulnerability […]

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The Brics Are Dead… Long Live The Ticks

Courtesy of the Financial Times, a report on the decline of Brazil and Russia from an emerging market fund perspective: The Brics are dead. Long live the Ticks. The Brics concept, based on the belief that the quartet of Brazil, Russia and India and China would power an unstoppable wave of emerging markets-led economic growth, […]

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Chinese Railway Diplomacy: Fostering Regional Change With Global Implications

Courtesy of STRATFOR (subscription required), a very interesting look at China’s railway diplomacy One of the highlights of Chinese Premier Li Keqiang’s visit to Latin America has been the continued discussion of a proposed transcontinental railway linking the east coast ports of Brazil to the west coast ports of Peru. The ambitious project, which in earlier […]

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Petroleo Brasileiro: A South American Sleeping Monster?

Via Guru Focus, an article on Petroleo Brasileiro: My advisor during college was the son of a retired Brazilian military official. Before turning to academics he was an advisor for the Brazilian Ministry of Foreign Relations. Surely the man lacked no patriotism for the country that educated him. However, he displayed a great deal of […]

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Perils of Petrobras

Courtesy of The Economist, a look at Petrobras’ efforts to get back on track: BRAZIL’S discovery of oodles of offshore oil in 2007 felt like a transformative moment. For Petrobras, the state-controlled oil company, it raised the prospect of pumping 5m barrels a day by 2020, up from around 2m—meaning a windfall for the government […]

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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.