Archive for January, 2021

Top Ten Emerging Markets Brands

Via Emerging World, an interesting report on the top emerging market brands: Every year, global consultancy Brand Finance launches its Global Top 500 Brands index. It’s a highly anticipated list that captures global headlines and spawns the occasional “top ten list” (guilty as charged, see below). They just put out their latest 2020 report at the virtual […]

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Gazprom Sign Off Mongolian SPV To Study Gas Supplies To China

Via Russia Briefing, an interesting report on Gazprom’s recent actions to study the potential of gas supply from Mongolia: Gazprom has registered a ‘Special Purpose Vehicle’ (SPV) company in Mongolia to deal with design and survey and the feasibility study for the project of building a main gas pipeline across Mongolia for gas deliveries to […]

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China’s Role in Switching Off The Lights In Pakistan

Via The Asia Times, an article on how China has invested billions in Pakistan power but tainted deals have contributed to recent nationwide blackouts with more likely to come: A nationwide power outage on January 10 in Pakistan came at a dark financial moment for its indebted and corrupted power sector, raising the prospect of […]

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Deep-Water friendship: Turkmenistan and Azerbaijan Bury Caspian Sea Hatchet

Via Upstream Online, a report on how Azerbaijan and Turkmenistan have agreed to join forces in exploring and developing contested deep-water block as relations have warmed: Turkmenistan and Azerbaijan have agreed to settle decades-long claims on a large oil and gas block in the Caspian Sea, with new plans for joint operations in the region. […]

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China and Pakistan Fall Out Over Belt and Road Framework

Via Nikkei Asia, a report on how the deadlock over interest rates for major rail project stalls the annual China/Pakistan annual summit: China and Pakistan are embroiled in their most serious disagreement relating to the Belt and Road Initiative, causing the annual bilateral summit of the China-Pakistan Economic Corridor (CPEC) to be delayed. The Joint […]

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Digital Silk Road: For Indonesia, Chinese 5G Cooperation Brings Promise and Peril

Via The Diplomat, an article on how Indonesia, like many developing nations, faces a difficult decision about how far to engage with China’s Digital Silk Road: Earlier this month, on his four-nation tour of Southeast Asia, Chinese Foreign Minister Wang Yi visited Indonesia, during which the two sides discussed cooperation on the development of 5G networks in the […]

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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.