Archive for the ‘UAE’ Category

Axis of Commerce

Via Portfolio Magazine, an interesting look at how U.S. companies are using Dubai as an illegal conduit into Iran. “…Despite sanctions aimed at stemming the sales of U.S. products to Iran, the goods are still getting there. U.S. sanctions were first imposed against Iran in 1979, during the hostage crisis. The current embargo dates back […]

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Via Arabian Business, an interesting look at the wave of Middle Eastern investment targeting Kazakhstan. Up for grabs is the vast and untapped commodity wealth of a country the size of Western Europe, with all the wheat, copper and uranium that Gulf states need. As the article notes: “…The head of investment banking at Renaissance […]

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Russia’s Chess Match in The Middle East & North Africa

From The National, an interesting analysis of Russia’s recent diplomatic and trade activities in the Middle East and North Africa in a bid to enhance its geopolitical clout and gain access to, and at least partial control over, the region’s oil and gas reserves.  As the article notes: “…Among the former global superpower’s tactics: linking […]

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Diversification Benefits of Frontier Markets

As reported by The International Herald Tribune, “frontier” markets are gaining even more interest than before in light of the recent turmoil in more developed markets.  As the article notes, what has started to come home to investors is that frontier markets, which are remarkably diverse, have achieved these good returns with low correlation to […]

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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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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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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.