Archive for September, 2023

A Nation Goes for Dominance of World’s Stinkiest Fruit

Via Wall Street Journal, an article on how farmers in China are racing to unlock the secrets of the cultivation of durian: Chinese farmer Wei Fuyou clearly remembers the moment four years ago when he first watched a video clip showing that durian, a pungent fruit with a smell reminiscent of gym socks, could be […]

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BRICS Without Straw: What Does China Offer to New Members?

Via Fair Observer, commentary on what China offers to new BRICS members: I make no apology for reviving a headline that I first used two decades ago when I was on a panel on emerging markets with Goldman Sachs’ Jim O’Neill. My argument then was that, although his coining of BRICs (as it then was) […]

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The Turkish-Israeli Gas Pipeline Is Dead in the Water

Via Geopolitical Futures, a look at how regional disputes and rival plans could deal another blow to Turkey’s dream of becoming an energy hub: A partial solution to Europe’s energy crisis can be found off the coast of Israel, roughly a mile beneath the surface of the Mediterranean Sea. Now they just need a cheaper […]

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Bangkok’s Planned $14B Redevelopment

Via Nikkei Asia, a report on Bangkok’s planned $14bn redevelopment spree led by top conglomerates: Bangkok is poised for a wave of renewal projects totaling more than 500 billion baht ($14 billion) and backed by some of the country’s top conglomerates, aiming to transform the Thai capital into a destination rivalling Singapore. A mammoth development […]

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China’s Mid-Tier Cities Vie for EV Battery Supremacy

Courtesy of Caixin Global, a report on China’s EV battery battle: A handful of things put the southwestern Chinese city of Yibin on the map. There’s Wuliangye, a popular brand of fiery liquor baijiu. The iconic Bamboo Sea that formed a key location for Ang Lee’s 2000 martial arts hit Crouching Tiger, Hidden Dragon. And […]

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Mining, Energy, Construction: Where In Africa Is It Best to Invest?

Courtesy of The Africa Report, interesting analysis on where it is ‘best to invest’ in Africa: In a complex economic environment in Africa, political risk, soaring construction costs and rising interest rates are putting the brakes on international investors’ enthusiasm, but manufacturers are playing the local value-added card. What’s more, six of the world’s top […]

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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.