Archive for November, 2021

The Quiet China-Africa Revolution: Chinese Foreign Direct Investment

Via The Diplomat, a report on how Chinese FDI in Africa has been growing at a rapid clip: The Forum on China Africa Cooperation (FOCAC), a gathering of Chinese and African officials that has been held seven times (including three leaders’ summits) since its inauguration in 2000, has always been known – and occasionally chastised – for being […]

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Venezuela Turns to Flashy Casinos, SUVs and U.S. Dollars for an Economic Boost

Via The Wall Street Journal, a report on how the Venezuela’s economic liberalization puts this Socialist country on path for growth after seven-year free fall: A dozen casinos are opening here in a country where the Socialist government had banned gambling as a capitalist vice. And stores that were barren just a couple of years […]

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Kazakhstan’s Power Shortages: Crypto Miners and Geopolitics

Via The Diplomat, an article on how Kazakhstan’s data centers caused a spike in electricity demand, while the country is still dependent on coal: Electricity deficits have caused repeated outages across Kazakhstan, and the government has turned to Russia to meet growing demand. Officials said that a spike in consumption has strained the country’s grid. Deputy Energy Minister Murat […]

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The Fate of China’s Rail Line to Uzbekistan Likely to Be Decided in Kyrgyzstan

Via The Jamestown Foundation, a report on how the fate of China’s rail line to Uzbekistan will likely be decided in Kyrgyzstan: As a part of its Belt and Road Initiative, Chinese plans to construct a railway from Xinjiang through Kyrgyzstan to Uzbekistan and onward to Turkmenistan has been under discussion for two decades. If realized, […]

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Samjiyon: North Korea’s Newest Ski Resort

Via Silk Road Briefing, a report on North Korea’s newest ski resort project: North Korean leader Kim Jong Un has been in the news this week making a rare public appearance at the town of Samjiyon, close to the border with China’s Jilin Province. While much of the Western media commentary was full of barbs criticizing […]

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How Goldman’s BRICs Flew Then Faded in Two Decades

Courtesy of Bloomberg, a report on how the BRICs fared in the two decades since they were named: Jim O’Neill wasn’t trying to change the way investors and executives looked at the world twenty years ago. He just wanted to prove he was up to his new job. Then 44 years old and the just-named […]

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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.