Archive for November, 2021

China’s Belt and Road Chugging Along in Central Asia

Via the Asia Times, an article on BRI activity in Central Asia: The information war is so intense nowadays that unsung melodies are often more alluring than the sung ones. The lines from English poet Percy Bysshe Shelley’s famous ode To a Skylark come to mind: “In the broad day-light / Thou art unseen, but yet I […]

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Cambodia’s Unique Version of E-Commerce

Via The Diplomat, an article on Cambodia’s e-commerce landscape: E-commerce in Cambodia is not new. Systems for ordering online, and systems for delivering those items, have developed steadily over the last decade, alongside the rise of social media, particularly the rise of Facebook. Following the pandemic, the evolution and adoption of e-commerce in Cambodia has […]

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Why Angola Struggles To Shake off Its Economic Dependence On China

Via The South China Morning Post, an article on why Angola struggles to shake off its economic dependence on China: When João Lourenço was sworn in as Angolan president in 2017, there was a lot of public optimism that better days were ahead. Lourenço, a former defence minister and independence fighter, promised to curb corruption and diversify […]

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Venezuela: Home To Latin America’s Unlikeliest Super App

Via Rest of World, an article on an unlikely superapp coming out of Venezuela: When Vicente Zavarce was first starting Yummy, Venezuela’s self-appointed “everything app”, he sought out other entrepreneurs in Latin America for advice. One of those was the leadership team at Yaigo, a Bolivian logistics startup, including its co-founder and CEO Ariel Valverde.  “They […]

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Bangladesh: Becoming An ASEAN+1

Via Silk Road Briefing, an article on how the country’s mega projects are projecting the nation to be a major Asian ‘tiger’ economy by 2022: Bangladesh’s ability to both attract and invest capital into its infrastructure needs has massively increased during the past two-three years with global investors looking at the country as a solid […]

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Digital Silk Road: China installed Himalayan Fiber-Optics Network

  Via The Asia Times, a report on China installation of a fibre optic network in certain remote locations of the western Himalayas, giving them new near-real-time ISR (intelligence, surveillance, and reconnaissance) capabilities in the area: At the height of the border standoff with India in 2020, China installed a fibre optic network at certain remote locations of […]

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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.