Archive for February, 2021

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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Renewed Hope For Trans-Caspian Pipeline To Europe?

Via the Central Asian Bureau for Analytical Reporting, an article on how a landmark deal between Turkmenistan and Azerbaijan may finally facilitate pipeline to Europe – if the Europeans are still interested: The Dostluk oilfield is located in the middle of the Turkmen-Azerbaijani sea border.  The breakthrough agreement between Turkmenistan and Azerbaijan to jointly explore and […]

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Collapsing Oil Exports Threaten Algeria’s Economy

Via Morocco World News, a report on Algeria’s economic challenges in the face of declining oil revenue: Algeria is seeing its oil exports fall despite new highs in international oil prices amid increasing demand as the global economy recovers. Algeria’s economic independence has long been based on its large reserves of natural gas and oil.  […]

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A Closer Look at Uzbekistan’s Privatization Push

Via The Diplomat, an article on Uzbekistan’s latest privatization push: Until recently, investors wishing to purchase stakes in the largest open-pit gold mine in the world, the former KGB building in Tashkent, or the Uzbek Coca-Cola plant would have to contend with a sigh. Now, as part of a highly-publicized privatization program under President Mirziyoyev, […]

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A Dream Deferred? The ‘Equitization’ of Vietnam’s State-Owned Enterprises

Via The Diplomat, an article on Vietnam’s progress towards a more liberal, market-driven economy: Vietnam has weathered the COVID-19 crisis better than most nations. The spread of the virus has been managed well, and despite turmoil in global markets the economy grew by around 3 percent in 2020, while running a $19 billion trade surplus. Investment […]

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China Building Indonesia Into An EV Powerhouse

Via Asia Times, a report on how China’s investments in Indonesia’s nickel, copper and other ores used in electric vehicles are lifting nation’s industrial prospects: Chief investment minister Luhut Panjaitan has few concerns about China’s iron grip on Indonesia’s nickel industry as other major investors flock to a country with the range of mineral elements needed […]

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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.