Archive for June, 2019

Rise of A Vietnamese Corporate Empire

Courtesy of The Financial Times (subscription required), an interesting look at Vingroup, a growing Vietnamese conglomerate which makes everything from smartphones to schools: Several weeks ago, I travelled east from Hanoi, through industrial estates and rice paddies, to the port of Haiphong in northern Vietnam. My driver took me over a causeway to Cat Hai […]

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Digital Silk Road: China’s Dream of Conquering Asia

Via The Asia Times, an article on China’s efforts to build a China-centered transnational network infrastructure to reboot globalization Geopolitics is all about leverage and geo-economics is all about bargaining on the leverage. The relative peace in the world today exists between the thin line of leverage and bargain, especially in the case of the ongoing […]

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Afghan-Uzbek Trade

Via The Diplomat, a report on how – with new initiatives and new infrastructure – trade can plays a dominant role in bilateral relations between Tashkent and Kabul: In May 2019, Tashkent launched an Afghanistan-Uzbekistan trade zone that will function within the Termez Cargo Center terminal at the Afghan-Uzbekistan border. The trade zone promises expedited handling of […]

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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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Coca-Cola To Invest US300M In Ethiopia

Via The Reporter, an article on Coca Cola’s plans to invest in Ethiopia: Stretching on 14.3 hectares of land, a new Coca-Cola Factory that requires an investment outlay of two billion birr or USD 70 million, said to be the largest plant for coca cola in the country, is set to be finalized early next […]

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European Football Clubs Invest In Emerging Markets

Courtesy of The Financial Times, an interesting look at how Europe’s professional sports clubs are becoming top players in outward direct investment: Europe’s increasingly foreign-owned football clubs are becoming top players in outward direct investment. In March, a delegation from Real Madrid CF met Iraq’s prime minister in Baghdad to talk about setting up a […]

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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.