Archive for February, 2021

Jio’s Grand Plan To Dominate India’s 5G

Via Asia Times, an article on Mukesh Ambani’s Reliance Industries’ vision, tools and government support to shape India’s 5G future: “Data is not the new oil, it’s the new soil.” – Mukesh Ambani  In January 2018, while addressing the World Economic Forum in Davos, Switzerland, Indian Prime Minister Narendra Modi first expressed his ambition to make India […]

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North Korea’s Telecom System Called “Worthless”

Via National Interest, a report on North Korea’s telecommunications infrastructure: It’s well-known that the telecommunications infrastructure in North Korea is less than robust. The country’s wireless networks run on 3G, which is two generations behind where the West is, and it’s not exactly simple to make landline calls, either. A recent report, interviewing people who have made many calls […]

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Ethiopia: First-Mover Advantage For Investors With Long-Term Outlook

Via How We Made It In Africa, commentary on Ethiopia: Ascent has made several investments in Ethiopia; what are some of the opportunities and challenges there? Taking a top-bottom approach, Ethiopia is home to 110 million people, the second largest country in Africa in terms of population, after Nigeria. The median age of the country is 19.5 years, […]

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Tracking the Digital Component of the BRI in Central Asia: Exporting “Safe Cities” to Uzbekistan

Via Jamestown Foundation, a look at one component of the Digital Silk Road: Following the 2013 announcement of the Belt and Road Initiative (BRI) at a speech given by People’s Republic of China President Xi Jinping during visit to Kazakhstan, Central Asia has been a key regional priority and an indispensable element for the success […]

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Huawei Digitally Connects Pakistan Beyond India’s Reach

Via Asia Times, a report on how a new Silk Road fiber optic cable project eases Pakistan’s cybersecurity concerns with India but raises new ones with China: China is poised to lay the last stretch of a cross-border fiber optic cable in Pakistan, a Belt and Road Initiative (BRI) project designed in part to cut […]

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Uzbekistan Rising as Central Asian Integration Catalyst

Via Eurasianet, commentary on Uzbekistan’s growing relevance as Central Asia’s regional integrator and power broker: A new dynamic governing regional integration is shaping up in Central Asia. Uzbekistan is challenging Kazakhstan’s position as the region’s power broker, and China’s economic choices may well be a critical factor in determining the outcome of the leadership rivalry. […]

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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.