Archive for September, 2023

Thailand’s “Asia’s Next Digital Hub” Ambition

Via Modern Diplomacy, an article on Thailand and Indonesia’s digital ambitions: Thailand is one of the countries in Southeast Asia with an ambitious digital transformation program. The program is summarized in one policy called “Thai 4.0”. The Thai 4.0 policy itself is a policy that promotes digital industrial-scale transformation while establishing an economic corridor in […]

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Africa’s Newest Oil Jackpot Comes With a Corruption Curse

Via Bloomberg, a report on how the ‘giant’ oil find off Namibia’s shores could be a game changer, but officials worry about corruption, social tensions and instability: It’s touted by some as possibly the world’s biggest-ever deep-water oil find. The discovery off the shores of Namibia last year by TotalEnergies SE and Shell Plc of […]

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Sudan and Ethiopia: Horn of a Dilemma

Via National Interest, commentary on how a rollercoaster of political instability in Ethiopia and Sudan threatens to fracture the Horn of Africa, which would carry profound implications for the international economic corridor along the Red Sea, impacting the Middle East and Europe: The Horn of Africa has long been synonymous with instability and insecurity, and […]

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Bolivia Open To EU Lithium Tie-Ups To Rev Battery Metal Output

Via Reuters, a report on Bolivia’s Arce open to EU lithium tie-ups to rev battery metal output: Bolivia is open to tie-ups with European and other global companies for lithium exploration and extraction provided they adhere to the country’s conditions, president Luis Arce said on Wednesday. “We are open to any company that wants to […]

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Southeast Asia’s Data Center Boom

Via The Diplomat, a look at the rapid expansion of SE Asia’s data center industry: American investment giant Kohlberg Kravis Roberts & Co (commonly known as KKR) recently acquired a 20 percent stake in Singtel’s regional data center unit, Digital InfraCo. The deal is worth around $800 million, which would put an overall valuation on Singtel’s data […]

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The Middle Corridor: A Geopolitical Game-Changer in Eurasian Trade

Via Geopolitical Monitor, a look at the impact that the Middle Corridor may have on evolving geopolitical trade dynamics: In an era marked by rapidly evolving trade dynamics and escalating geopolitical tensions, the rise of the Middle Corridor as a viable alternative trade route is more than just a noteworthy development; it’s a geopolitical game-changer. Bridging the […]

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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.