Archive for August, 2023

The Mounting Challenges to China and Pakistan’s CPEC Ambitions

Courtesy of STRATFOR’s Rane Worldview, a look at the mounting challenges to China and Pakistan’s CPEC ambitions: Despite worsening militancy in Pakistan, China will almost certainly continue its investment projects in the country to secure its strategic interests. But Pakistan’s economic pressures and intensifying violence will prompt further delays to these projects’ completion and exacerbate […]

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How Did The Colombian Peso Become This Year’s Darling?

Courtesy of Ashmore Group, insightful analysis of the Colombian Peso’s 2023 performance so far: What is the best performing currency in 2023 so far? Against all odds and biases, the Colombian Peso (COP), which is up 16.8% against the USD year-to-date and 22.8% including the ‘carry’, or the interest rate differential earned by carrying long […]

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The New Development Bank: BRICS and the New International Economic Geopolitics

Via Modern Diplomacy, an article on the New Development Bank, BRICS, and international economic geopolitics: The decline of the old order led by North Americans and Europeans is an increasingly concrete fact. We are living in new times. There are countless examples: the loss of geopolitical, economic and ideological influence. Let us analyze the case […]

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The Fastest-Growing Shopping App In The World

Courtesy of Rest of World, an article on Meesho, an app successfully taking on Amazon and Walmart with its focus on cheaper goods for small-town consumers: In 2022, Meesho was the most-downloaded shopping app in the world with over 500 million downloads. Its home page offers a variety of unbranded products including jeans, kurtas, shoes, and smart watches […]

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Turkmenistan Signals Major Change In Energy-Export Stance

Via Eurasianet, a report on Ashgabat’s shifting position which opens the way for expansion of natural gas supplies to Europe: A big shift is brewing for Caspian Basin energy exports. In a diplomatic about-face, Turkmenistan has signaled its readiness to develop a Trans-Caspian pipeline that potentially could increase natural gas deliveries to the European Union.  […]

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Turkish Drone Maker Baykar Seeks to Extend Global Influence

Via Nikkei Asia, a look at the growing global impact of a pioneering Turkish defense manufacturer: At the entrance of Turkish drone maker Baykar Technology’s headquarters, there is a tile mural that pays tribute to the national tradition of thinking outside the box. The work starts with Sultan Mehmed II and his fleet on their […]

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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.