Archive for March, 2022

What Will Russia’s Invasion of Ukraine Mean for China’s Belt and Road?

Via The Diplomat, a look at the geoeconomic implications for the BRI and other Eurasian economic and infrastructure initiatives of Russia’s invasion of Ukraine: While primarily a geopolitical event, the Russian invasion of Ukraine will profoundly reconfigure global geoeconomics. “Geoeconomics” is defined here simply as the intersection of economy and geography. Examples include infrastructure-based connectivity initiatives such […]

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Obstacles To Energy Security In Central and South Asia

Via East Africa Forum, an article on obstacles to energy security in Central and South Asia: On 25 January 2022, an unprecedented blackout spread across much of southern Kazakhstan, Uzbekistan and Kyrgyzstan. This is not the first time that Central Asia has experienced power outages, which have increased alarmingly in Tajikistan, Kyrgyzstan and Kazakhstan. In […]

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US Shipyard Buy Sparks Suspicions In Philippines

Via Asia Times, a report on a US equity firm’s $300 million purchase of strategic shipyard could herald a restored US naval presence in its ex-colony: In a significant strategic purchase, US private equity firm Cerberus will buy the debt-ridden Hanjin Subic Shipyard in a former US navy base in the Philippines for US$300 million. The Subic […]

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MENAP Digital Economy Could Hit $700B by 2030

Via The National, a report that the digital economy of the MENA region and Pakistan could hit $700bn by 2030: The digital economy of the Middle East, North Africa and Pakistan (Menap) is set to exceed $100 billion this year and has the potential to reach $700bn by 2030 if backed by adequate investment, according to […]

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Namibia Eyes Green Hydrogen Future

Via African Business, a report on Namibia’s green hydrogen ambitions: The Namibian government has announced that it will choose the German consortium Hyphen Hydrogen Energy as the preferred bidder for its green hydrogen project in the Tsau Khaeb National Park.  The large-scale green hydrogen project is the most notable project in the government’s Southern Corridor […]

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Airlift: Pakistan’s Buzziest Start Up

Via Rest of World, a look at one of Pakistan’s “buzziest” start ups: After graduating from college in 2016, Yahya Humayun jumped headfirst into management consulting. He joined Ernst & Young in Lahore as an associate consultant. But within a year, he realized that the job wasn’t the right fit for him. Humayun wanted 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.