Mongolia’s Rare Earths Diplomacy and Its Geopolitical Implications
August 13th, 2023
Courtesy of The Diplomat, a report on Mongolia’s strategic positioning in the global rare earth sector: Mongolia, rich in minerals especially copper and rare earths, but sandwiched between China and Russia, is making a pivotal shift toward a “third neighbor” – the United States. During a recent visit to Washington, Prime Minister Oyun-Erdene Luvsannamsrai aimed to fortify […]
Read more »Time For Emerging Markets To Prepare For The AI Revolution
August 12th, 2023
Via the World Economic Forum, a look at why emerging markets must prepare for the generative AI revolution given its potential to revolutionize economies and people’s daily lives: Generative AI tools like ChatGPT offer great potential for emerging markets, including raising living standards and shortening their path towards achieving sustainable development. Not only can they […]
Read more »For Emerging Markets, ESG Will Not Work Without Economic Growth
August 12th, 2023
Courtesy of Nikkei Asia, commentary on the need for ESG strategies to be aligned with inclusive long-term development plans: As new World Bank President Ajay Banga visits Pacific island states and other bank clients around the world, the question of how much to prioritize growth versus societal demands regarding environmental, social and governance (ESG) goals […]
Read more »The Path to Greater Productivity and Prosperity in Africa
August 11th, 2023
Via McKinsey, an interesting interview with McKinsey partner Mayowa Kuyoro and senior partner Acha Leke on how Africa is poised for a reimagining of its economic opportunity, outlining the strengths and assets the continent has that can help it vastly improve its productivity and reinvigorate its economy. Roberta Fusaro: Acha and Mayowa, you were both among […]
Read more »Navigating China – U.S. Subsea Cable Competition
August 11th, 2023
Via The Diplomat, an article on the continuing China-U.S. subsea cable competition: In July, there was a notable surge in attempts from both the United States and China to establish a more stable relationship. Following U.S. Secretary of State Antony Blinken’s visit to Beijing in late June, there was a subsequent series of visits to China by […]
Read more »Niger Tensions Threaten Chinese Pipeline and Dam Projects
August 11th, 2023
Courtesy of Nikkei Asia, a report on how current turmoil in Niger has impacted Chinese investment projects: Rising tensions in Niger are casting a shadow over Chinese interests there, following reports that the construction of a dam has been suspended, adding to worries that a PetroChina-backed export pipeline set to be completed at the end […]
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.