Archive for May, 2023

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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Kazakhstan and Russia To Construct Gas Pipeline To China

Via Geopolitics in South Asia, a report on a planned Kazakh/Russian gas pipeline to China: Kazakhstan and Russia have established the route for a future gas pipeline to support shipments between the two countries and to China, Kazakhstan’s energy minister said on Tuesday. The pipeline would help Russia, hit by Western sanctions over its invasion […]

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Paul Kagame and Rwanda Inc. Target Foreign Opportunity

Courtesy of The Africa Report, a look at how Paul Kagame and Rwanda Inc. target foreign opportunity: Having become an essential economic player in Rwanda, the holding company, owned by the ruling party, is now expanding across the continent, driven by the diplomatic efforts deployed by Kigali. A deep dive into the heart of a […]

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Indonesia’s EV Dream Crashing Into A Lack of Lithium

Via The Asia Times, an article on how Indonesia is importing a fraction of the lithium needed to crank up EV battery production with no clear new source in sight: Delivering a speech on the sidelines of last year’s G20 Summit, President Joko Widodo pointed to lithium as the one crucial element Indonesia still needed […]

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Kyrgyzstan: China Not Taking Over Largest Iron Mine

Via Energy Daily, a report that Kyrgyzstan will not transfer control over its largest iron mine to China: Kyrgyzstan has denied that it wants to transfer control of its largest iron mine to neighbouring China, following claims that it would do so to pay off debt to Beijing. China has been reinforcing its presence in […]

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Brazil & Mexico: Transforming Latin American Convenience Stores

Via Emerging Markets Today, an interesting look at how Brazil and Mexico are transforming the usual Latin American convenience store: Convenience stores (or c-stores) in Latin America have been expanding consistently in recent years. Due to shifting consumer preferences, urbanization, and the rising demand for products that can be used on the go, convenience stores […]

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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.