Archive for May, 2023

Iran, Russia Ink $1.6B Rail Deal To Rival Suez Canal

Via Al Monitor, a report on a recent agreement between Iran and Russia to build a railway between two Iranian cities as they continue to develop their trade relations despite US sanctions: Iran and Russia signed a major railway agreement on Wednesday. The deal is part of the International North–South Transport Corridor the two countries […]

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Economy In Focus: Albania

Via Emerging Europe, a look at Albania’s economy: Albania’s economy enjoyed solid growth in 2022 and the lowest inflation in all of CESEE. With booming construction and tourism sectors, 2023 is set to be another year of progress. Albania has emerged from one of the rockier economic liberalisations in emerging Europe. Enver Hoxha led one […]

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The Global Economy’s Future Depends on Africa

Courtesy of Foreign Affairs, an article on the importance of Africa to the world’s economic future:: In recent decades, the engine of the world economy has been the spectacular growth of China. From 1980 to 2020, fully one-quarter of the increase in global GDP was due to China’s growth, outstripping the contributions of the United […]

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Saudi Tries Rebuilding A ‘Destroyed’ Yemen

Via Al Monitor, a look at Saudi efforts to rebuild Yemen: The hospital in southern Yemen was decked out with roses and red carpet runners last week for a ribbon-cutting ceremony in its cardiac wing, newly refurbished with Saudi funds. Many patients, however, had been cleared from the air-conditioned lobby and forced to wait for […]

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Competition Among Ports in the Caspian Sea and the Significance of the Port of Baku

Via The Jamestown Foundation, a slightly dated but relevant look at competition among ports in the Caspian Sea: On July 29, the Russian government issued an order concerning plans for the development of federal transport, railway, information and communications infrastructure that includes the construction of Port Lagan, in the Republic of Kalmykia (Portnews.ru, August 3). […]

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Ukraine’s Future: A Good Bet For Global Investors

Via The Washington Times, commentary on Ukraine’s investment potential: “Please come to Kyiv next week. Don’t discuss this with anyone,” Horizon Capital CEO Lenna Kozarny told me over the phone in late April. “Just get to Warsaw by next Wednesday. President Volodymyr Zelenskyy is going to host the signing ceremony for the new fund.” At […]

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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.