Archive for January, 2023

Morgan Stanley IM Says ‘Decade of Emerging Markets’ Has Begun

Via Bloomberg, an article on Morgan Stanley’s bullish views on emerging markets: Stocks in emerging markets are set to be this decade’s winners, Morgan Stanley Investment Management said, adding to a chorus of investors who are souring on the US in favor of other regions. The fund manager is taking money out of US equities […]

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Beijing Summit Cements China’s Role as Dominant Outside Power in Turkmenistan

Via the Jamestown Foundation, a report on China’s influence in Turkmenistan: Since gaining independence in 1991, Turkmenistan has typically attracted only sporadic international attention both because of its constitutionally mandated policy of strict neutrality and the extreme isolation Ashgabat has pursued with an authoritarianism so severe that it rivals that of North Korea. But the […]

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Russia, China: Bringing North Korea In From The Economic ‘Cold’?

Courtesy of East Asia Forum, a look at North Korea and the potential for improved economic growth in 2023: At the beginning of 2022, North Korea’s strategic position looked bleak. The regime clung to its zero-COVID claim, leading to an almost total closure of the border with China and bringing trade to record lows. There were strong indications that […]

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Algeria, France: ‘New Dynamic’ In Economic Ties

Via Arab News, a look at how the new partnership forged in mid 2022 between Paris and Algiers will be centered around digital cooperation, research, innovation, and investment.  It has recently been officially confirmed that Algeria’s President Abdelmajid Tebboune will head to France in May for a state visit to continue the new diplomatic era that […]

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Gas and Mining Boom To Transform Argentina’s Economy

Courtesy of The Financial Times, a look at how Argentina’s Vaca Muerta shale development is set to turn Buenos Aires into a significant exporter: Exports of gas, lithium and other minerals offer Argentina a “phenomenal growth opportunity” and will significantly boost the heavily indebted South American nation’s ability to repay creditors from 2025, the country’s economy […]

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EAC Assessing Somalia’s Readiness To Join Bloc

Via The New Times, a report that the East African Community is considering Somalia’s readiness to join: The East African Community on Wednesday, January 25, launched its verification mission to assess Somalia’s readiness to join the regional economic community. This comes after the President of Somalia, Hassan Sheikh Mohamud, on July 21, 2022, rekindled his country’s […]

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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.