Archive for August, 2023

This Club Isn’t Big Enough for Both India and China

Via Bloomberg, commentary that tensions between the Asian rivals will likely prevent the BRICS bloc from ever posing a coherent challenge to the West: For an acronym coined by an investment bank in a decades-old report notable mainly for being wrong, “BRICS” has had a good run. It was once an idea, then a summit, and […]

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Nubank’s Secret To Becoming The World’s Biggest Digital Bank: A User-Friendly App

Courtesy of Rest of World, a look at Brazil’s Nubank whose app has helped it become the world’s biggest digital bank: In Brazil, the Nubank app is a one-stop shop for all things banking. Like most banking apps, it allows for online payments, loans, and money transfers (be it through wire transfer or Brazil’s popular […]

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New Kids in The Block: BRICS, MINT, and Now D-8

Via Modern Diplomacy, an article on the Developing-8 (D8) group of countries that comprise Bangladesh, Egypt, Indonesia, Iran, Malaysia, Nigeria, Pakistan, and Türkiye. Cooperation is a fundamental resource for populous countries on the way to rapid economic and industrial development: for this reason, the case of D-8 is worthy of attention. Globalization unravelled enormous economic opportunities but also opened […]

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How Vietnam’s Infrastructure Incapacity Undermines Its Geoeconomic Ambitions

Courtesy of The Diplomat, a report on how the lack of progress on the 555-kilometer railway linking Vung Ang to the Lao capital Vientiane contrasts starkly with the recently completed Kunming-Vientiane line: For a number of years, Vietnam and Laos have attempted to get a railway project rolling to little fanfare and less success. The […]

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China’s Global Economic ‘Island Hopping’ Strategy

Via Foreign Policy Research Institute, commentary on China’s use of economic inducements and threats to forge relationships with island states across the Indian Ocean, Caribbean, and the South Pacific: BOTTOM LINE China employs similar tactics—economic inducements and threats, as well as the occasional bribe—to forge relationships with island states across the Indian Ocean, Caribbean, and […]

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British International Investment Bets on African Infrastructure and Innovation

Courtesy of The Africa Report, commentary from the UK development financier BII which is funding telecoms in Ethiopia and partnering with DP World in Senegal about infrastructure investment in Africa: “Our core themes remain centred on productivity, sustainability and inclusivity,” says Chris Chijiutomi, the Managing Director and Head of Africa for British International Investment (BII), […]

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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.