Archive for March, 2022

Forget BRICS. Welcome TICKS or MIST?

Via CNN, a look at some of the emerging markets growing in popularity as Russia is removed from many such indices: For many years, the world’s most popular emerging markets have been the so-called BRICS: Brazil, Russia, India, China and South Africa. But given that Russia is no longer a market that Westerners can access following the invasion […]

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What to Make of DRC’s Revenue Dispute With China Molybdenum

Courtesy of STRATFOR, analysis (subscription required) of the DRC’s revenue dispute with mining giant China Molybdenum: In the Democratic Republic of Congo, an ongoing revenue dispute regarding the massive Chinese-owned Tenke Fungurume mine is part of President Felix Tshisekedi’s broader push to increase government oversight of the country’s mining industry. However, this push is more likely […]

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Sudan’s First Y Combinator Start Up

Via Quartz, a report that Sudan has its first Y Combinator startup: When the demo day for Y Combinator’s winter cohort of startups begins later this month, Bloom will put Sudan on the American accelerator’s famed map for the first time. The barely year-old company was founded by Ahmed Ismail, a Sudanese former Barclays investment bank […]

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Ukraine War Threatens Kazakh Oil Exports

Via Eurasia.net, a report on the impact that the Ukraine war will have up on Kazakhstan’s oil exports: Kazakhstan is facing economic crisis as the war in Ukraine threatens crude oil exports, which alone account for around 14 percent of GDP and 57 percent of exports. The bulk of these oil exports pass through a pipeline from […]

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China’s PEACE Cable in the Middle East and North Africa

Via the Middle East Institute, a look at the PEACE Cable in the Middle East and North Africa: As an ambitious and rapidly growing superpower, China has quickly distinguished itself in emerging technology. The country has long leveraged its ubiquitous tech sector for diplomatic and political advantage. China’s technological outreach encompasses its international infrastructure mega-project, […]

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Kazakhstan, Azerbaijan and Georgia To Establish ‘Eurasian Rail Alliance’ Joint Venture

Via Silk Road Briefing, an article on Kazakhstan’s, Azerbaijan’s, and Georgia’s plan to establish a ‘Eurasian Rail Alliance’ joint venture: Legal and diplomatic work is underway to establish a joint venture through the railway administrations of Azerbaijan, Georgia, and Kazakhstan, Batyr Kotyrev, the Chief engineer of the Kazakhstan Temir Zholy (Kazakhstan Railways) company and a Director 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.