Archive for April, 2023

Which Will Grow Faster: India or Indonesia?

Courtesy of The Economist, a look at India and Indonesia: If you are looking for growth opportunities among the world’s 20 biggest economies, two stand out: India and Indonesia. The Asian giants, with a combined population of 1.7bn, are forecast by the imf to be the two fastest-growing top-20 economies in 2023, and over the […]

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The Age of Energy Insecurity: How the Fight for Resources Is Upending Geopolitics

Courtesy of Foreign Affairs, a look at how the fight of resources is upending geopolitics: As recently as 18 months ago, many policymakers, academics, and pundits in the United States and Europe were waxing lyrical about the geopolitical benefits of the coming transition to cleaner, greener energy. They understood that the move away from a […]

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Will New Trade Policies Leave The Developing World Behind?

Via the Diplomatic Courier, commentary on whether developing countries are justifiably concerned the U.S. may turn its back on the multilateral trade regime: Developing countries are increasingly worried that the United States will turn its back on the multilateral trade regime. Amid rising geopolitical tensions, policymakers in lower- and middle-income countries fear that a breakdown […]

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How Viable Is Russia and Iran’s ‘Sanctions-Evasion’ Corridor?

Via Geopolitical Monitor, an article on the proposed Russia/Iran trade corridor: Isolated by the West, Russia and Iran are looking to ease sanctions pressure by forging a new economic corridor that boosts bilateral trade and connects them with fast-growing India – but the project’s effectiveness could yet be undermined by sanctions as well as logistical […]

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Which Countries Have Escaped The Middle-Income Trap?

Via The Economist, a look at which countries have escaped the middle-income trap: Over the past half-century, many promising economies have become ensnared in middle-income mediocrity. To help its biggest client avoid this fate, the World Bank published a flagship report ten years ago entitled “China 2030”. The publication warned of the “middle-income trap”, a […]

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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.