Archive for December, 2020

China Lags as Thailand, Russia Rank Top Emerging Market Picks

Via Bloomberg, an article on emerging market projections for 2021: Thailand and Russia are well placed to be among the emerging-market standouts that could beat expectations next year. That’s according to a Bloomberg study of 17 developing markets gauging their outlook for 2021 based on 11 indicators of economic and financial performance. Thailand topped the […]

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Almost Rich: North Korea Has $10 Trillion in Resources

Via National Interest, a report on North Korea’s resource potential: North Korea could be loaded. However, without the enough financing and the right tools and expertise, it cannot use its resources or try to (illegally) sell them. Who needs rockets when you have $10 trillion in resource riches? That is one estimate of the value […]

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North Korea’s Economy Hit Harder Than It Has Been in Decades

Courtesy of The Wall Street Journal, an article on how Kim Jong Un’s regime has further isolated the country due to the Covid-19 pandemic, and trade with China has plunged: North Korea’s all-out push to halt the coronavirus has exacted a brutal blow to its already-tattered economy, contributing to a slide that will likely be the […]

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China’s Railway Through Central Asia And To The Middle East: Waiting On Kyrgyzstan

Via Silk Road Briefing, a report on the potential of a Central Asian railway: A long held dream along the Silk Road both old and new has been a railway that links China to Central Asia and the Middle East. Actually getting it done however is proving difficult: Kyrgyzstan lies in the middle. Anyone that […]

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China’s Digital Silk Road Initiative: A Boon for Developing Countries or a Danger to Freedom?

Via The Diplomat, commentary on China’s Digital Silk Road initiative: As part of China’s massive Belt and Road Initiative (BRI), Beijing launched the Digital Silk Road (DSR) in 2015 with a loose mandate. It has since become a significant part of Beijing’s overall BRI strategy, under which China provides aid, political support, and other assistance to […]

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Buckling Down: China Rethinks Xi’s ‘Project Of The Century’

Courtesy of The Financial Times, an article on how Chinese overseas lending has fallen sharply amid a reassessment of the Belt and Road Initiative: It has not taken long for the wheels to come off the Belt and Road Initiative. As recently as May 2017, China’s leader Xi Jinping stood in Beijing before a hall of nearly 30 heads […]

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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.