Archive for the ‘Dubai’ Category

Challenges & Opportunities Facing Emerging Markets in the Middle East & North Africa

In a recent article published by Knowledge@Wharton, Howard Pack (a professor of business and public policy at Wharton) and Marcus Noland (a senior fellow at the Peterson Institute for International Economics) examined how Arab countries are coping with globalization & exploiting the recent influx of hydrocarbon-based money into their economies. We found the following notes […]

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Frontier Markets: Turning Tables on Traditional Concepts & Making Up for Lost Time

As noted in this report from Seeking Alpha, frontier markets are apt to continue to become more and more common considerations for investors. In fact, even though this blog is partially oriented around such maverick investing environments, one can’t help but wonder – given the number of articles recently focused on frontier markets – if […]

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Peak Nationalism: The New Seven Sisters in an Era of $100 Oil

Two very interesting looks at impact that the high price of oil is having upon petro-states and the New Seven Sisters. The first, from the Economist, notes that while oil is now almost five times more expensive than it was at the beginning of 2002, the price increase is primarily a result of geography, not […]

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Emerging South-South Trade & Engagement: The Rise of Chimea

Several interesting articles on the rapid emergence of South-South trade and the sudden influx of Chinese and Indian technologies representing the “browning” of African technology, which has long been the domain of “white” Americans and Europeans who want to apply their saving hand to African problems. In a way, you can see this as the […]

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Dubai’s Debt Cloud – Shifting Sands?

With all the bullish news about Dubai these days, it was refreshing to see The Wall Street Journal’s analysis of the city-state’s recent spending spree and the debt that it is accumulating.  While the article focuses on transparency versus magnitude of debt as the main issue, it brings up an important point that should be […]

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Dubai: Iran’s Hong Kong

An interesting article in Terra Daily recently, comparing Dubai’s current & cultural associations with Iran to that which Hong Kong historically played for China (before the mainland opened up).   As the article notes, Dubai “…is to Iran’s theocracy what British-ruled Hong Kong was to China’s Communist overlords — a gigantic entrepot.”  Given the similarity, […]

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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.