Archive for August, 2023

The Central Asia Squeeze: What Does China Want In Central Asia?

Courtesy of The Wire China, commentary on China’s Central Asian ambitions: Illustration by Carlo Giambarresi Xi Jinping spoke slowly and carefully as he addressed the inaugural China-Central Asia Summit in May. With the flags of China, Kazakhstan, Kyrgyzstan, Turkmenistan, Tajikistan and Uzbekistan draped neatly behind him, China’s paramount leader described the need to “renew our millennia-old friendship […]

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MercadoLibre’s Growing Insurance Business Paves Way Towards Regional Financial Dominance

Via Insurtech Insights, an article on the significant convergence of e-commerce and financial services (in this case, insurance) in Latin America: Latin America’s leading e-commerce giant, MercadoLibre (MELI.O), has achieved a significant milestone by amassing five million clients in its insurance business, a senior executive confirmed. This achievement highlights the company’s relentless pursuit of becoming […]

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Mongolia’s Rare Earths Diplomacy and Its Geopolitical Implications

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 […]

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Time For Emerging Markets To Prepare For The AI Revolution

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 […]

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For Emerging Markets, ESG Will Not Work Without Economic Growth

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 […]

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The Path to Greater Productivity and Prosperity in Africa

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 […]

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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.