Archive for July, 2023

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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Will China Be The Next Japan?

Courtesy of the New York Times, insightful commentary on Japan’s economic situation and how China may/may not follow its trajectory: I hope that at least some of my readers are too young to remember this, but in the early 1990s many Americans — especially pundits, but also business leaders and a fair share of the […]

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Why India Is the ‘Dream Emerging Market’

Via ETF.com, a look at the bullish case for India, as well as China: The perfect emerging market doesn’t exist—well actually, maybe it does.  In last week’s Exchange Traded Fridays podcast, Kevin Carter, founder and chief investment officer of EMQQ Global, said India is shaping up to be “the dream emerging market” thanks to its massive population—the […]

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Eritrea: Africa’s North Korea?

Via African Arguments, a look at Eritrea, Beijing’s oldest friend in the Horn of Africa: In the middle of May, Eritrea’s president Isaias Afwerki visited China. He was warmly received. The visit coincided with the 30th anniversary of diplomatic relations between the two countries. Chinese media indicate President Isaias has visited China a few times, […]

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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.