Archive for September, 2021

China sees Opportunity as Venezuela’s Oil Industry hits Rock Bottom

Via Belt and Road News, a look at Chinese interest in Venezuela’s petroleum industry: Venezuela’s near-collapse and strict U.S. sanctions are creating an opportunity for Russia, Iran and China to strengthen their presence in Latin America, a region that for decades has been under U.S. hegemony. While Russia and Iran have, to an extent, gained […]

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Zambia’s New President Woos Investors Despite Painful Economic Reforms Ahead

Via FrontierView, commentary on Zambia’s efforts to attract new investors:  • New President Hakainde Hichilema was inaugurated on August 24, 2021, after a landslide win over incumbent Edgar Lungu in the August 12 presidential election. Lungu’s PF party also lost its parliamentary majority to Hichilema’s UPND. Lungu’s loss was borne of growing opposition to his […]

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Bangladesh Is Still a Frontier Market, But Its Economy Is Expanding

Via Barron’s, a look at Bangladesh: Fifty years ago, George Harrison organized the Concert for Bangladesh, a rollicking rock revue that set the mold for many benefits to follow. It also fixed the just-born country’s image as an overpopulated basket case that would starve without massive outside assistance. Subsequent, sporadic coverage of Bangladesh has focused […]

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Reliance Jio’s Cheap Data Turned India’s Internet Dreams Into Reality

Via Quartz, an article on how Reliance Jio’s cheap data turned India’s internet dreams into reality: In 2015, not long after India first got high-speed 4G internet, the cost of 1GB of mobile data in India was 225 rupees ($3). But just over five years later, the industry has witnessed a remarkable decline in pricing that helped truly […]

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Has China’s Promise To Develop Venezuela’s Mines Gone Unfulfilled?

Via Belt and Road News, an article on China’s promise to develop Venezuela’s mines: At the turn of the century, China and Venezuela signed several agreements worth millions of dollars for the development of the Venezuelan mining sector, which both countries promoted as an alternative to Caracas’ over-reliance on oil. Expectations were high. Yet years later, […]

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China’s Gas Shortage Boosts Central Asia’s Role

Via Eurasia Review, an article on how Central Asia producers may help solve China’s gas shortage: China’s growing demand for natural gas has been driving closer engagement with Turkmenistan, renewing questions about Russia’s role in Central Asia, once regarded as Moscow’s backyard. Soaring gas prices appear to be the main motivator behind China’s agreement to […]

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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.