Archive for June, 2020

Covid’s Impact On African Countries’ Plans to Fuel Economic Growth with Oil and Gas

Via Quartz, an article on Covid’s impact upon several African countries’ plans to fuel economic growth with oil and gas: When coronavirus forced the world into lockdown, it punched a hole in global oil demand and sent prices crashing to historic lows. The result was an overnight fiscal catastrophe for oil-dependent African economies like Nigeria that were accustomed […]

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The Digital Silk Road

Via Forbes, a report on China’s efforts to build a digital Silk Road: The Digital Silk Road is one of the flagship projects in China’s Belt & Road Initiative The Digital Silk Road As one of China’s grand proposals within the Belt and Road Initiative (BRI), the Digital Silk Road (DSR) project was introduced in […]

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Pakistan Seeks Relief From China Over Belt and Road

Courtesy of The Financial Times (subscription required), a report on Pakistan’s efforts to renegotiate repayment after claiming costs of power plants were inflated Pakistan is trying to renegotiate Belt and Road repayments after it alleged that Chinese companies had inflated power project costs by billions of dollars. The renegotiation talks began after Islamabad released a […]

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Perspectives on North Korea’s Economy

Via North Korean Economy Watch, commentary on the current state of North Korea’s economy: Sanctions and Covid-19 have fused together to put the North Korean economy in what can only reasonably be described as an awful situation. Trade first plummeted through sanctions, and then even further because of North Korea’s and China’s anti-Covid19 measures. And […]

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The China-Kyrgyzstan-Uzbekistan Transport Corridor Stretches Further Into China

Via The Diplomat, an article on the China-Kyrgyzstan-Uzbekistan Transport Corridor which is in use and has great potential, but the middle section through Kyrgyzstan still transports cargo via trucks and not railcars: China continues to diversify its land transportation options, and the Central Asian states are proactive players willing to tap into the opportunity to become […]

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Central Asian Nations Want To Kick-Start The BRI

Via the Lowy Institute, an article on how Central Asia’s economic fortunes are increasingly bound to Beijing: For China, the Covid-19 question is answered by more Belt and Road. As Foreign Minister Wang Yi put it at a press conference during the 13th National People’s Congress in Beijing last weekend: The impact of Covid-19 on the Belt and […]

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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.