Archive for August, 2018

Bahrain: Beyond Oil & Gas

Via Ozy, an interesting look at at Bahrain: Indian tech entrepreneur Amjad Puliyali had worked for a decade in Dubai, but in 2016, he relocated to tiny Bahrain to launch an online grocery delivery startup called GetBaqala. With just 1.5 million people packed into a 295-square-mile country of 33 islands, Bahrain is the smallest market in […]

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DRC: Blood, Sweat, and Batteries

Courtesy of Fortune, a detailed look at the Democratic Republic of Congo’s involvement in the global cobalt supply chain: MOST OF HIS NEIGHBORS are still sound asleep at 5 a.m., when Lukasa rises to begin his 12-hour workday. The slender 15-year-old, with an oval face and piercing stare, slips out of his family’s mud-brick home before […]

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Turmoil in Libya’s Oil Crescent Intensifies Ahead of Presidential Elections

Via Frontera, an interesting look at Libya’s oil region and reserves: The recent turmoil in Libya’s Oil Crescent – a region which stretches along the coast from Sirte to Ras Lanuf, and which extends down to the Jufra district – has underscored the competition for the control of state revenues, as Field Marshal Khalifa Haftar’s […]

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Why Central Asia Is Betting on China’s Belt and Road

Via The Diplomat, commentary on why Central Asian countries are betting on the BRI for long-term benefits, despite the apparent risks: The transfer of Hambantota deep-water port in Sri Lanka to China through 2116 set off alarm bells across Asia. Those already warning that China’s ambitious infrastructure development project, the Belt Road Initiative (BRI), was […]

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Three Asian Markets Worthy of Attention: Bangladesh, Sri Lanka, and Vietnam

Via Investment Week, a look at Bangladesh, Sri Lanka, and Vietnam: The consumer boom in Asia shows no sign of slowing down. With more than half the world’s population, and home to over half of the world’s ten fastest growing major economies, Asia enjoys growth that the West can only dream of. And it is […]

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North Korea’s Economic Policy in 2018 and Beyond

Via 38North, commentary on North Korea’s economy: Kim Jong Un has based his claim to legitimacy as North Korea’s leader on economic performance. This makes him more vulnerable to economic crises than his predecessors. If he wants to stay in power and achieve Korean unification under his leadership, he will have to succeed in making […]

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WILDCATS AND BLACK SHEEP
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.