Archive for 2022

Is North Korea’s Economy In Crisis?

Courtesy of North Korea Economy Watch, commentary on the state of North Korea’s economy: Is the North Korean economy in a crisis following years of tough sanctions and the Covid-19 border closure? In a new report, the Bank of Korea’s answer is yes. They point to factors such as vast price increases on several basic […]

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Francophone Africa’s First Unicorn Is Disrupting The Region’s Mobile Money Market

Courtesy of Rest of World, an article on how Wave’s rise has burst open the mobile money landscape in Senegal by fueling competition with existing players: From the confines of a light-blue shipping container next to a busy roundabout, Ousmane Fall runs a modest business transferring money across Senegal, with little more than his smartphone. A […]

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Lithium Monopoly in the Making? Beijing Expands in the Lithium Triangle

Via Geopolitical Monitor, a report on China’s growing engagement in the “Lithium Triangle”: China aims to expand its influence in the “Lithium Triangle” as a component of a broader campaign to construct a near-monopoly in the global lithium market. The Lithium Triangle, comprising Argentina, Bolivia, and Chile, accounts for approximately 56% percent of global lithium supply. Beijing’s […]

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BRI: An Old Belt Being Pushed Aside?

Via The Diplomat, a look at how the BRI is becoming less and less prominent in Chinese leaders’ speeches as the Global Development Initiative takes over: Nearly a decade after its launch, the Belt and Road Initiative – what was once nicknamed the “project of the century” – is slowly vanishing from Chinese leaders’ speeches. […]

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Russia’s Inroads Into Africa

Courtesy of The Financial Times, commentary on Russia’s inroads into Africa: That China has made huge diplomatic, commercial and strategic inroads in Africa is news to no one. That Russia has done so barely without spending a rouble is less known. Yet over the past decade, and at an accelerating pace, Moscow has built a […]

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Afghanistan Hopes To Join CPEC

Via Ariana News, a report that Afghanistan hopes to join the CPEC: Afghan Minister of Commerce and Industry has said that Afghanistan should be included in the multibillion-dollar China-Pakistan Economic Corridor (CPEC) infrastructure project. “In talks we had with China, it was mentioned that we should partner with China in the Belt and Road Initiative and […]

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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.