Archive for August, 2021

Taliban Gains Give Investors Cause For Concern Beyond Afghanistan

Via Reuters, an article on how Taliban gains give investors cause for concern beyond Afghanistan: The Taliban’s rapid advance towards Kabul is not only causing concern about Afghanistan’s future but also about the impact on other countries in the region and their economies. Iran and then Iraq lie to the west of Afghanistan. Tajikistan, Turkmenistan and Uzbekistan are […]

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Global Billionaires Bet On Greenland Raw Minerals

Via the Asia Times, an article on a new venture that counts Gates, Bloomberg and Bezos among investors in a major nickel, copper and cobalt mining project: What do deep-pocket billionaires Bill Gates, Michael Bloomberg and Jeff Bezos have in common? Would you believe, a battery minerals joint venture with Bluejay Mining to develop a major nickel, […]

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CPEC’s Shifting Power Dynamics

Via the Asia Times, a report on CPEC’s changing power dynamics: Pakistan is changing direction on China’s Belt and Road in an apparent bid to assuage Beijing amid rising security risks to its in-country nationals, interests and investments. In a surprise and still unexplained move, Prime Minister Imran Khan announced last week that businessman Khalid […]

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Pakistan’s Key CPEC Port: Reality A Long Way From Vision

Via The Third Pole, a close look at Gwadar – Pakistan’s key CPEC port which is a long way from trade hub vision: There are big plans for Pakistan’s southern coastal city of Gwadar. Pakistan and China are making a considerable effort – and pledging close to USD 700 million in investment – to transform what […]

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Chile’s New Reality: From Tiger to Sloth

Via, an article on Chile: In the past, Chile was considered a rare economic success story in emerging markets,  in the same vein as the high-growth “Tigers”  of East Asia. After the neo-liberal reforms introduced by the “Chicago Boys” of the military dictatorship (1973-1990), Chile enjoyed high GDP growth and significant improvements in social indicators. […]

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War-Ridden Somalia Starts Payments System as It Rebuilds Nation

Via Bloomberg, an article on a national payment system recently set up in Somalia: Somalia has set up a national payments system as part of plans to develop the financial industry in one of the world’s most fragile states, following decades of political and economic instability. The 13 lenders in the Horn of Africa nation […]

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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.