Archive for July, 2023

Diamonds Are Not Forever: Botswana Plans A Post-Diamond Future

Courtesy of The Africa Report, a look at Botswana’s efforts to plan for a post-diamond future: With the end in sight for its mineral success story, Botswana is in a race against time to transition away from the gems that made it rich. Diamonds, it turns out, aren’t forever. In fact, the world’s richest deposit […]

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Will Mongolia’s Crackdown On Graft Unlock Its Mineral Riches?

Courtesy of The Financial Times, a detailed look at how Mongolia is making sweeping reforms to win over western investors and become less reliant on China and Russia: Thirteen hundred metres beneath the vast Gobi Desert, the heat, dust and a sense of claustrophobia are unshakeable after a rapid trip down a mine shaft in […]

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‘How India Transformed in Less than a Decade’

Via The Times of India, a look at how India transformed in less than a decade via the lens of Morgan Stanley analyses: Morgan Stanley analysed the economic transformation of India from 2013 to 2022 drawing implications on the economy and the market of relevance to investors. The purpose is to critically analyse contribution of […]

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TotalEnergies Plots Drilling Giant Prospect Off Papua New Guinea Coast

Via Upstream Online, a report on TotalEnergies’ plans to explore a potentially giant prospect offshore Papua New Guinea: French supermajor TotalEnergies is planning in 2024 to eventually drill a high-impact potentially giant prospect offshore Papua New Guinea, the spudding of which has already been derailed for some four years — not least because of the […]

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BRICS: At Risk Becoming Satellites of China

Courtesy of The Financial Times, commentary on the BRICS’ lopsided turn towards China: There can’t be many international summits where a head of government stays away for fear of being arrested for war crimes, but the BRICS grouping has managed it. Vladimir Putin will skip next month’s meeting of Brazil, Russia, India, China and South […]

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Honda Looks To Kick-Start e-Motorbike Sales in Southeast Asia

Courtesy of NikkeiAsia, a look at how Honda aims to kick-start e-motorbike sales in Southeast Asia: Honda Motor is launching its first electric two-wheeler models in Indonesia, seeing Southeast Asia as a promising market as the global motorcycle leader steps up its electrics business. The EM1 e: scooter, which is also scheduled to go on […]

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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.