East Africa: Leveraging Natural Proximity to India, China, and the Gulf
July 9th, 2023
The recently released report by McKinsey & Company on reimagining economic growth in Africa offers a wealth of valuable insights and analyses. However, one aspect that I believe received insufficient attention in the report is the positioning and integration of different clusters of countries, particularly in relation to their global market geography. One striking observation […]
Read more »How the West Can Forestall Green OPECs
July 9th, 2023
Courtesy of Semafor, commentary on how the West could head off the creation of new OPEC-like producer cartels for critical resources such as lithium by inviting mineral-rich Latin American and African nations to join the existing Minerals Security Partnership (MSP): Western countries should head off the creation of new OPEC-like producer cartels for critical resources […]
Read more »Iranian, Afghan Firms Ink MoU for Constructing Three Piers at Caspian Port
July 9th, 2023
Via Tasnim News, a report on a new memorandum of understanding (MoU) signed between an Iranian and an Afghan company for $50 million worth of investment aimed at building three piers at the Caspian Port of Anzali. A memorandum of understanding (MoU) was signed between an Iranian and an Afghan company for $50 million worth […]
Read more »Chinese Investors and Samoan High Chief Plot A Cryptocurrency Hub In Paradise
July 9th, 2023
Via Eurasia Review, a look at a curious Chinese-led cryptocurrency vision for Samoa: At a slickly choreographed event in Hong Kong on April 26, the island nation of Samoa was introduced to a vision of its future: cryptocurrency and stock trading epicenter of the South Pacific. Chinese officials and businessmen made speeches – their resumes […]
Read more »Vietnam’s Economic Moment Has Arrived
July 9th, 2023
Courtesy of The Financial Times, commentary on the need for Vietnam to reinvest its manufacturing-led growth dividend to support the development of more productive, knowledge-rich sectors, to meet its 2045 goal: After decades of showing promise, Vietnam’s economic moment may have finally arrived. It was the fastest-growing economy in Asia last year (8 per cent […]
Read more »Mexico’s Growing eCommerce Infrastructure Is Built On Top of Its Smallest Shops
July 9th, 2023
Courtesy of Rest of World, an interesting look at how, while Amazon and MercadoLibre get all the credit, it’s really a patchwork of mom-and-pop shops that keep Mexico’s e-commerce running: Online sales in Mexico grew by 80% in 2020, and they’ve since kept growing by over 20% every year. Amid this trend, neighborhood corner shops, […]
Read more »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.