Archive for 2021

A Dream Deferred? The ‘Equitization’ of Vietnam’s State-Owned Enterprises

Via The Diplomat, an article on Vietnam’s progress towards a more liberal, market-driven economy: Vietnam has weathered the COVID-19 crisis better than most nations. The spread of the virus has been managed well, and despite turmoil in global markets the economy grew by around 3 percent in 2020, while running a $19 billion trade surplus. Investment […]

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China Building Indonesia Into An EV Powerhouse

Via Asia Times, a report on how China’s investments in Indonesia’s nickel, copper and other ores used in electric vehicles are lifting nation’s industrial prospects: Chief investment minister Luhut Panjaitan has few concerns about China’s iron grip on Indonesia’s nickel industry as other major investors flock to a country with the range of mineral elements needed […]

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Kazakhstan’s Economy May Finally Be Rebounding

Via The Journal Pioneer, commentary on Kazakhstan’s economy: At 2.7 million square kilometres in area, Kazakhstan, one of the former central Asian republics of the Soviet Union, is the ninth-largest country in the world. It encompasses an area roughly as big as Germany, Poland, the Czech Republic and Austria combined. Until two years ago, everyone […]

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Congo, Coltan, Conflict: How the Digital Boom Fueled Conflict in Congo

Via McGill’s International Review, an article on how industry’s search for coltan has led to conflict in the DRC: The Democratic Republic of Congo is one of the richest countries in the world in terms of natural resources, owing to a tremendous deposit of untapped raw minerals. However, as Congo emerges from a brutal history […]

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Chinese Plans To Build A $39B Port In Papua New Guinea

Via The Sunday Times, a report on a Chinese plan to build a new port city in Papua New Guinea: A Chinese plan to build a city with a large port on Papua New Guinea’s (PNG) impoverished south coast, less than 50 miles from Australian territory, has raised alarm in Canberra. Security agencies are fearful […]

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CPEC: A Gateway To Central Asia

Via The Frontier Post, some commentary on CPEC: CPEC is Asian giant and landmark in Sino-Pak evergreen ties. It is regional integration chipping Pak-China with the rest of the regional states. CPEC is an open hub for all regional stakeholders among which Central Asia is of great vitality in regard to geopolitical, socio-economic and geostrategic […]

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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.