Archive for August, 2021

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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Can Turkmenistan Become A Serious Gas Player In Europe?

Via Oil Price.com, commentary on Turkmenistan’s potential to become a serious gas player in Europe: The Caspian Sea is one of the world’s largest and oldest oil and gas producing regions. During the Cold War, the hydrocarbon-rich area was Soviet-controlled as the vast majority of the reserves were located in the Soviet Union. Since the breakup […]

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Can China’s Belt and Road Open Up Landlocked Laos?

Via Geopolitical Monitor, an article on China’s investments in Laos: Around mid-August, the final tracks will be laid on a 420 km high-speed railway in Laos, enabling the first trains to be tested on the Chinese-built line. Work on the project began in 2016, seeking to link the southern Chinese city of Kunming with Laotian capital Vientiane, […]

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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.