Archive for May, 2022

Why Is Google Laying A Subsea Internet Cable In Africa?

Via Quartz, an article on why Google is laying a subsea internet cable in Africa: Big tech companies from Silicon Valley tend to focus most business attention in the US and Europe where they make the most money. But they are increasingly setting their sights on Africa, too. Amazon is building a Prime Video team to develop […]

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China’s BRI Is Aggravating Ethnic Tensions in the Global South

Via The Diplomat, an article on how Pakistan’s CPEC is a case study in Chinese investment further disenfranchising ethnic minority groups – in this case, the Baloch: While Western analysts see the Belt and Road Initiative (BRI) as the centerpiece of China’s political and economic power projection abroad, China promotes it as a gamechanger for the economic development of […]

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5G In Africa

Via Quartz Africa, a report on which countries have rolled out 5G in Africa: When Ethiopia announced on May 9 that it was launching trials for its first 5G mobile network in its capital, it joined more than a dozen African countries that are either testing or have rolled out the next-gen network. But just as for […]

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How Chinese Companies Have Changed Africa

Via The Economist, a report on how Chinese companies have made their mark on the African continent: Outside a bar in Fungurume, a mining town in Congo, men caked in dust spit peanut shells onto the floor. Inside, where Chinese New Year lanterns hang from the walls, Emmanuel (not his real name) explains how things changed […]

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Digital Delivery Transforms African Trade

Courtesy of The Financial Times (subscription required), an article on how technology and a ‘few to many’ model are reinventing the informal sector’s supply chain: Nancy Auma, a 35-year-old market trader, sits by a large mound of finger-sized silvery fish caught in Lake Victoria. Her stall is in one of the crowded thoroughfares of Mathare, […]

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Roads To Somewhere: Chinese Investment In African Infrastructure

Courtesy of The Economist, an article on Chinese loans and investment in African infrastructure: The Nairobi expressway curves 27km (17 miles) through Kenya’s capital. Built by the China Road and Bridge Corporation, a state-owned enterprise (soe), the road will open later this year. Under its concrete pillars, Nairobians share their views of it. Samwel Juma, a […]

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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.