Archive for August, 2019

Chinese CNPC-led Group Discovers New Oil Field in South Sudan

Via S&P Global, a report on a new oil field find in South Sudan: A consortium led by China’s state-run CNPC has made a new oil discovery in South Sudan’s northeastern Upper Nile state with more than 300 million barrels of recoverable oil, the country’s oil minister Awow Daniel Chuang said Tuesday.  An exploration well […]

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Afghanistan: Radical Economic Planning Needed

Via The Frontier Post, commentary on Afghanistan’s economic woes: In most of modern history Afghanistan has been a less developed economy, at some instances more underdeveloped than others, the problems with the Afghan economy, despite being home to rare mineral deposits that are worth trillions of dollars according to US surveys, is that it is […]

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All May Not Be Smooth Along China’s Digital Silk Road

Via The Lowy Institute, commentary on the digital Silk Road: Make no mistake about China’s vast and continuous trajectory of technological expansionism. Even as the US aims to ring-fence Huawei’s reach into the US and overseas consumer markets, a “digital silk road” paved by Chinese tech giants has long been built to span from the Asia-Pacific to […]

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Russia: In Danger Of Being Overrun By China’s Belt and Road

Via Asian Nikkei Review, commentary on a new Eurasian order is in the making, with Beijing in the driver’s seat: Russia greenlighted in early July a 2,000-km highway construction project connecting the country’s border with Kazakhstan to Belarus. The four-lane highway will run west from Orenburg Province to the former Soviet republic of Belarus via several […]

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China’s Belt and Road Is Getting a Reboot

Via The Washington Post, an article on China’s One Belt, One Road By many accounts, China’s Belt and Road Initiative has been a monumental success: Since 2013 more than 130 countries have signed deals or expressed interest in projects geared to spurring trade along routes reminiscent of the ancient Silk Road. The World Bank estimates […]

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An Economic Roundabout: Can Central Asia Be Transformed Into An Automotive Hub?

Via Automotive Logistics, an article on Uzbekistan and Kazakhstan efforts to strengthen their supply bases to boost local production of cars and parts: Uzbekistan and Kazakhstan have ambitions to grow the automotive sector as they industrialise and modernise their economies, but, like most other emerging markets, they will be reliant on Korean and Chinese investors in […]

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ABOUT
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.