Archive for the ‘Kazakhstan’ Category

Kazakhstan’s ‘Opening Up’ Makes It A Standout Among Frontier Markets

Via Forbes, a look at Kazakhstan: Famous hedge fund manager Ray Dalio of Bridgewater Associates in Connecticut likes to say that either you’re being paid for earnings or you’re being paid for yield. With earnings growth and yield shrinking in many of the advanced economies (negative in parts of Europe), investors are forced to look […]

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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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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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Tengiz: A Windswept Plain, a Sea of Oil and a Mountain of Money

Courtesy of The New York Times, a look at a Chevron-led joint venture among several energy companies that is spending billions of dollars in Kazakhstan to expand an oil field remarkable for its longevity, promise and risk: In a windswept land of salt flats and wild horses, investors are pouring money into one of the largest and most […]

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An Economic Roundabout: Can Central Asia Be Transformed Into An Automotive Hub?

Via Automotive Logistics, an article on Uzbekistan and Kazakhstan efforts to strengthen their supply bases to boost local production of cars and parts: Uzbekistan and Kazakhstan have ambitions to grow the automotive sector as they industrialise and modernise their economies, but, like most other emerging markets, they will be reliant on Korean and Chinese investors in […]

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Kazakhstan: A Lot Riding On Promise Of New Finance Center

Via Forbes, a report on Kazakhstan’s planned finance center: Kassym-Jomart Tokayev is the new president of Kazakhstan, and the country’s signature financial event, Astana Finance Days (AFD), is supposed to highlight this man’s vision of making this place a freer market than it was even a year ago. Last year, the four-day AFD brought in […]

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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.