Archive for March, 2022

China, India, and Sri Lanka’s Unprecedented Economic Crisis

Via The Diplomat, a report on Sri Lanka’s economic crisis: Sri Lanka is currently facing its worst economic crisis since the country gained independence in 1948. In spite of constant assurances by the governor of the Central Bank of Sri Lanka (CBSL), international rating agencies as well as economists have sounded the alarm about Sri […]

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Is Uganda’s Entebbe Airport At Risk of Seizure By China?

Via Quartz Africa, a look at the realities behind China’s debt financing of African infrastructure: Late last year, local and international media reported that Uganda’s Entebbe International Airport was at risk of being taken over by China upon default on a loan for the upgrade and expansion of the airport. The controversial news was even turned into a skit by […]

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North Korea Breaks Ground on 10,000-home Residential Housing Drive

Via CNN, a report on a large scale housing project in North Korea: North Korea has started work on a sprawling 10,000-apartment residential project as the country embarks on a housing drive in its capital, Pyongyang. Amid major economic woes brought about by trade sanctions and the Covid-19 pandemic, leader Kim Jong Un attended a ground-breaking ceremony […]

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Pakistan: One of MENA’s Hottest TowerCo Markets

Via TowerXchange, an article on Pakistan’s cellular tower market: With an estimated 36,187 towers serving four MNOs with 189mn subscribers, the Pakistan tower market has plenty of room for growth. It has been estimated that 30-40,000 additional towers will be required over the next five years, so it is little wonder that TAWAL has sought […]

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Gas-Rich Azerbaijan a Russia-Ukraine War Winner

Via the Asia Times, an article on the Trans Adriatic Pipeline which carries gas from Azerbaijan to Europe but Baku can offer only limited supplies if Russia halts shipments: By any measure, Russia’s war on Ukraine will have severe consequences for the global energy system. Heavily dependent on Russian oil and gas, Europe in particular […]

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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.