Archive for September, 2022

Why Vietnam’s Economic Future is Bright – and Growing Brighter

Via The Diplomat, a report on how – despite some potential headwinds – Vietnam is well positioned to capitalize economically on the growing Sino-American competition: Recently, the International Monetary Fund altered Vietnam’s economic growth forecast for 2022, revising it upward from 6 to 7 percent. This was the only significant upward revision among Asia’s economies, and higher […]

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Paraguay Calls for Taiwan To Invest $1bn To Remain Allies

Courtesy of the Financial Times, a report on Paraguay’s call for Taiwan to invest $1bn to remain allies: Paraguay’s president Mario Abdo Benítez has called on Taiwan to invest $1bn in his country to help him resist “enormous” pressure to switch diplomatic recognition to rival China. Most of Taiwan’s remaining diplomatic allies are in Latin America […]

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The Geopolitics of Natural Gas

Courtesy of The Washington Post, a look at the geopolitics of natural gas: Photographs hardly do the situation justice. Still images simply show some sort of disturbance on the surface of the Baltic Sea, a bubbling of unclear scale or origin. What’s happening beneath the surface, though, is a thoroughly modern crisis. The bubbles are […]

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EBRD: Central Asia Resilient In Face of Geopolitical Turmoil

Via Times of Central Asia, a look at Central Asia’s resilience during the challenge The economies of Central Asia are showing strong resilience to the geopolitical adversities caused by Russia’s war on Ukraine, the European Bank for Reconstruction and Development (EBRD) reports in its latest Regional Economic Prospects on September 28. The EBRD is expecting […]

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Vietnam Ready For Next FDI Wave Out Of China

Via Asia Times, an article on how Vietnam has benefitted immensely from Western decoupling from China and is poised to profit more as trend gathers pace: Foreign direct investment (FDI) in Vietnam continues to increase, rising from US$11.57 billion in July to $12.8 billion in August 2022, signaling the country’s recovery from Covid-19. The growth is partly […]

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Investors Ready For Big Bounce May Find It In Africa

Via The National News, commentary on Africa’s opportunity to accelerate its growth: The Nobel Peace Laureate Desmond Tutu once said: “There comes a time when we need to stop just pulling people out of the river. We need to go upstream to find out why they are falling in.” Africa is now heeding that advice. […]

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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.