Archive for the ‘Mongolia’ Category

Mongolia’s Energy Alliance with Russia and China

Via The Diplomat, a look at the Power of Siberia 2 project involvingRussia, Mongolia, and China: Mongolia, geopolitically and physically land-locked between two regional powers — Russia and China — is paving the way to secure an energy alliance. In March 2020, Russian President Vladimir Putin met with Alexey Miller, Chairman of the Gazprom Management Committee […]

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Cerberus: Hunting For Returns In Mongolia

Courtesy of The Wall Street Journal, a report on the private-equity firm’s emerging-markets push which comes as U.S. firms explore so-called frontier markets across Asia and Africa New York-based Cerberus Capital Management LP is in talks to make its first investment in Mongolia as part of a broader push into the world’s riskiest markets. The private-equity firm, which manages $39 […]

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Mongolia: From Bust To Boom

Via Bloomberg, a report on Mongolia: A year after receiving a package of financial aid led by the International Monetary Fund, Mongolia’s mineral-rich economy is making a comeback. But for a nation that swings between boom and bust, the question investors are asking is: how long can it last? Higher commodity prices and resurgent Chinese demand […]

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Mongolia: Seeking A Path To Economic Recovery

Courtesy of The Financial Times, a look at Mongolia: Over the past five years, few other countries have experienced the highs and lows of the global economy as acutely as Mongolia. In 2011 the country was on the radar of virtually every investor interested in Asian emerging markets. The International Monetary Fund (IMF) estimated that […]

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“Minegolia” Aims To Reverse Its Fortunes

Via The Globe & Mail, an article on Mongolia: Chimgee remembers the days people crowded in front of her meat market stall, waiting to buy from her storage locker jammed to the ceiling with beef, goat, sheep, camel and horse carcasses. “It was full, and people would line up here to buy from me,” she […]

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A False Steppe: Mongolia – Land Of Lost Opportunity?

Via the Wall Street Journal, a look at Mongolia Six years ago, nomadic farmer Ankhbayar Garamdagva followed the herd to this city on the fringe of the Gobi desert, hoping to share the riches promised to Mongolia by the global commodities boom. The 29-year-old father of two sold off all his livestock and borrowed money […]

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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.