Archive for August, 2023

Pipe Dreams: Turning an Interconnected ASEAN Gas Market Into a Reality

Via The Lowy Institute, commentary on the benefits of potentially expanding an interconnected ASEAN gas market (which currently features 13 bilateral gas line connections between six ASEAN member states) as the answer for energy demand into the future: The development began in the 1960s when the Southeast Asian natural gas sector grew significantly after discoveries […]

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Gulf Nations Poised to Invest Billions in Pakistan as It Seeks Infusion of Foreign Currency

Courtesy of The Wall Street Journal, a look at how Islamabad’s powerful military has sought to ease the path for oil-rich monarchies to acquire stakes in mining and energy projects: Pakistan is negotiating with Gulf nations to bring in billions of dollars of investment, as Islamabad seeks the foreign currency it badly needs to stabilize its […]

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How Mexico Learned To Stop Worrying and Love EVs

Via Rest of World, an article on how – despite its standing as a global auto manufacturing power – Mexico’s position as a hub for electric vehicles was far from given until recently: These days, carmakers such as Ford and Jetour, a Chinese brand, are either building manufacturing facilities or repurposing existing internal combustion engine […]

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From Sunshine to Startups: Unleashing Mozambique’s Entrepreneurial Magi

Via Renew Capital, a report on Mozambique’s entrepreneurial landscape: Mozambique is renowned for its captivating landscapes, pristine beaches, and rich cultural tapestry. In this interview with the project and investment manager at Renew Capital, Licínio Chissano, we delve into Mozambique’s entrepreneurial landscape and the promising industries that are driving its growth. Join us as we […]

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What India Needs Is More Cricket and Less Bollywood

Courtesy of The Financial Times, interesting commentary on India’s economy, through the lens of two of its most famous products – cricket and Bollywood: India’s economy has as much entrenched rust as it has entrepreneurial dynamism. And no two industries illustrate these contradictions more clearly than its most iconic entertainments, Bollywood and cricket. Facing the […]

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Dates, Coffee and Camels: Saudi Arabia’s Sovereign Wealth Fund Bets Big at Home

Courtesy of the Wall Street Journal, a report on Saudi Arabia’s $700 billion Public Investment Fund which is accelerating investment, often in obscure companies and projects at home: Saudi Arabia’s sovereign-wealth fund made a global splash with investments in SoftBank’s Vision Fund, Newcastle United soccer club and professional U.S. golf. Its next big bet? Camel dairy […]

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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.