Archive for January, 2021

Cabling Africa: The Great Data Race To Serve The ‘last billion’

Courtesy of The Financial Times, an interesting article on efforts to upgrade the continent’s digital infrastructure: Johannesburg was built on a gold rush. But in the Isando Campus business park on the outskirts of South Africa’s financial centre, a much more precious substance is being piled up at an even more frenetic pace. This is the […]

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China Consolidates Its Commercial Foothold in Djibouti

Via The Diplomat, a report on how China’s presence in Africa’s smallest country is far more extensive than just a military base: Djibouti, located at the far end of the Horn of Africa, is the country with the smallest acreage on the African continent. But its proximity to the Middle East, its location on the energy […]

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In Saudi Arabia, Big Oil Can Fuel Big Data

Via The Wall Street Journal’s Emerging & Growth Markets Weekly (1.30.21), an interesting view on Saudi Arabia’s New Economy competitive positioning: Amid a global economy convulsed by Covid-19, online services are rushing to seize opportunities in Saudi Arabia, Benoit Faucon reports. Warner Music is in talks to buy a stakein Rotana Music, the Arab world’s largest […]

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The World’s Best Banker: HDFC

Via The Economist, an article on Aditya Puri, CEO of India’s HDFC Bank: Who is the most impressive banker on the planet? Judged by their swagger and $20m-40m paypackets, the bosses of Wall Street’s big firms are contenders; yet several run firms that have delivered weak returns, been bailed out and left a toxic trail of scandals. […]

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Sudan Wants To ‘Turn the Desert Green’ In Agricultural Modernization Push

Via The Financial Times, an article on Sudan’s plan to ‘turn the desert green’ in agricultural modernization push: It has the feel of the fertile Argentine pampas: fresh green pastures, harvesting machines baling alfalfa, the smell of wet, cut grasses. But this massive agricultural oasis lies in the Nubian Desert in northeastern Sudan on the right bank […]

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Timor-Leste Pipe Dreams: After Compulsory Conciliation, What Comes Next?

Via Future Directions International, an article on how, aAlthough the Australia and Timor-Leste Maritime Boundary Agreement has been ratified, the development of the Greater Sunrise hydrocarbon field remains just a “pipe dream”: Key Points The Greater Sunrise hydrocarbon field straddles an international maritime boundary between Australia and Timor-Leste, which was delimited via the process of […]

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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.