Archive for October, 2023

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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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South Korea to Tap Africa as China Tightens Graphite Controls

Via Bloomberg, a report that South Korea is looking towards Africa as China tightens graphite controls: Tanzania and Mozambique among countries under consideration Seoul to seek talks with Beijing for smooth graphite trade South Korea is looking to African countries to secure graphite as China tightens its exports controls over the key material used in […]

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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.