Archive for April, 2019

Indonesia: A Mega Economy of Tomorrow

Via Eurasia Review, a report on Indonesia: The World Bank analytically divides the world’s economies into four income groups: high, upper-middle, lower-middle and low. Countries that are categorized as upper-middle income are the ones with income per capita ranging from US$3,896 to $12,055. With income per capita at $3,846 as of 2017, Indonesia is moving […]

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Middle Kingdom Meets Middle East

Courtesy of The Economist, a look at Chinese investment in the Middle East: There is not much to see for the first 500km south of Oman’s capital, Muscat, as the highway slices through the Hajar mountains and down a barren coast. Then it hits Duqm, a sleepy fishing village that is being transformed into a […]

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Rapid Economic Growth Props Up Cambodia’s Strongman

Via The Economist, an article on Cambodia’s economy: Driving along Hun Sen Boulevard—named after the man who has led Cambodia since 1985—a shiny Mercedes-Benz dealership appears in the litter-covered scrubland, its chunky white vehicles nestled behind thick plate glass. Beyond, the cranes and towers of Phnom Penh loom. They speak to the riches Mr Hun […]

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China’s Belt & Road: Cinching Tight Around India?

Courtesy of STRATFOR (subscription required), detailed commentary on China’s BRI impact on India: Highlights China will continue to expand its Belt and Road Initiative in South Asia because the peripheral nations of the subcontinent feel a need to counterbalance India’s influence as they seek funding for development.  India’s opposition to the China-Pakistan Economic Corridor will […]

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China: Digging Deep in Landlocked Laos

Via The Diplomat, a look at China’s growing strategic presence in Laos: Laos, a country of 6.8 million people roughly the size of China’s southern autonomous region of Guangxi, is often overlooked in China’s outreach to Southeast Asia. This year marks the 10-year anniversary of the upgrading of Chinese-Lao relations to a comprehensive strategic cooperative […]

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Afghanistan: Prospects and Challenges to Regional Connectivity

Via The Diplomat, a look at Afghanistan’s regional connectivity ambitions: Afghanistan’s strategic location has for a long time been touted as a competitive advantage for the country. The National Unity Government (NUG) has emphasized that Afghanistan’s economy will be transformed and economic growth achieved if the country can utilize this advantage and turn itself into […]

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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.