Rethinking the ‘Africa Play’: Why One Firm Held Back from the Africa Investment Frenzy
November 6th, 2019
Via Next Billion, interesting commentary on why one firm held back from the Africa investment ‘frenzy’: In [northern hemisphere] spring 2019, the investment committee at Blue Haven Initiative’s Ventures team raised a painful question: Did we miss the boat? Running an in-house venture fund, my team had made only one new investment in 2018 (Shortlist). We’d held back […]
Read more »Africa’s Experience With Chinese Investors Has Some Parallels With Central Asia
November 4th, 2019
Via Eurasia.net, an article on China’s investment activities in Central Asia: Poorly governed, resource-rich countries with exploding populations that are hungry for investment: Africa and Central Asia have much in common. Both are also aggressively courted by Chinese investors, these days under the catch-all Belt and Road Initiative, or BRI. Africa got a head start, […]
Read more »Is China Investing in Iran After Losing Hope with CPEC?
November 3rd, 2019
Via China-US focus, an interesting look at China’s unexpected decision to include Iran in its BRI initiative: In an unexpected move, China has decided to include Iran in the Belt and Road Initiative (BRI). In September, China announced an investment of $400 billion into the struggling economy of Iran. Proposed investments in Iran would be […]
Read more »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.