Archive for October, 2023

China Urges Progress on Central Asia Railway

Via Nikkei Asia, an article on a Central Asia railway project that features a Belt and Road link to Kyrgyzstan and Uzbekistan which has been delayed by cost debate: Chinese Premier Li Qiang called for accelerated cooperation on a planned international railway linking China, Kyrgyzstan and Uzbekistan during a visit to the Kyrgyz capital of […]

Read more »



The Taliban’s Quest for Foreign Funding Starts With China

Via The Diplomat, a report that the Taliban are focusing on the countries that are most likely to be interested in investing in Afghanistan, notwithstanding its human rights record or potential for violence: While the West is adamant about isolating the Taliban regime in Afghanistan, owing to its human rights record, the latter is having […]

Read more »



A Bad Idea Revisited: Thailand Pitches Prayut’s ‘Land Bridge’ to Beijing

Via The Diplomat, a look at how a proposed costly Thai infrastructure project would damage the environment and create an unhealthy economic dependence on China: A very old idea has resurfaced in Thailand. In a direct pitch to Chinese Premier Li Qiang and Chinese investors at the Belt and Road Forum (BRF) held in Beijing […]

Read more »



What Can Go Wrong Investing In Africa?

Via Sydney Morning Herald, commentary on revoked permits, unstable regimes and insurgent attacks – what can go wrong investing in Africa? In recent months, the phrase “This is Africa” has become a viral meme shared among retail investors as an increasing number of ASX-listed mining companies fall victim to African sovereign risk. The meme, a […]

Read more »



Google Will Run Internet Cables To Pacific Islands

Via Australia’s Financial Review, a report that Google signed a $102m Aussie-US deal to run internet cables to Pacific islands: Alphabet’s Google will run undersea cables powering internet access to at least eight Pacific island nations under a joint US-Australian deal set to be announced on Wednesday, according to a US official. The deal will […]

Read more »



Green Hydrogen: Africa’s Chance To Break The Colonial Extractive Dynamic

Via African Arguments, commentary that green hydrogen represents Africa’s chance to break the historical colonial extractive dynamic: The first time I ever heard the term “Green Hydrogen”, it was said perhaps 100 times in one day. I was at a conference on the green energy transition in Berlin, Germany, where mostly European journalists, academics, and […]

Read more »


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.