Archive for October, 2020

The Three Seas Initiative: A European Answer to China’s Belt and Road?

Via the Lowry Institute, an article on a a quest to modernise dilapidated infrastructure in Central Europe which has quickly transformed into a geopolitical contest: A new infrastructure connectivity initiative in Central Europe is the latest stage for a geopolitical contest. A diverse group of European Union member states in the traditional “buffer zone” between Western Europe […]

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Eight African Belt And Road Initiative Projects That Global Investors Should Be Aware Of

Via Silk Road Briefing, a look at eight (8) BRI projects in Africa: China’s official Belt and Road website lists 42 African countries who have signed MoU with the Belt & Road Initiative. Africa is considered a key part of China’s infrastructure build efforts, due to its potential for rail, roads, and energy. Many African countries […]

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The Chronic Underperformance of Egypt’s Military Economy

Via the Carnegie Middle East Center, a look at how the Egyptian military’s involvement in the economy has come at a high cost, contributing to underperformance in development: The historical pattern of Egypt’s development model puts the military at the center as economic savior. Egyptian President Abdel Fattah el-Sisi did not invent the military’s fixation […]

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IMF Projects Vietnam Will Become 4th Largest Economy In Southeast Asia This Year

Via NHIP CAU, a report on Vietnam’s economic growth: The Southeast Asian country’s GDP in 2020 is estimated to reach $340.6 billion, exceeding Singapore with $337.5 billion and Malaysia with $336.3 billion. The organisation has forecast Vietnam’s 2020 GDP growth at 1.6 percent, while Singapore’s economy will contract 6 percent Meanwhile, Thailand’s GDP this year […]

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US Sanctions Drove Iran Into Huawei’s Arms

Via The Diplomat, an article on how – since U.S. sanctions kicked Ericsson out of Iran – Huawei, the Chinese telecom giant, is poised to win the 5G race in the country: The Chinese high-tech giant Huawei is apparently capitalizing on Beijing’s major 25-year partnership deal with Iran to gain a monopolistic position in the development […]

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Gas War With Russia Drives Turkey In The Caucasus

Via Asia Times, a report on Ankara’s hints that EU allies seeking to diversify from Russian gas should see Karabakh hostilities as a wake-up call: Turkey’s support for the war for Nagorno-Karabakh, a strategic mountainous enclave overlooking two Turkish-backed pipelines, is being propelled by a gas competition with Russia. “Russia is neither an ally, nor an […]

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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.