Archive for October, 2023

Building Investment Pathways in the World’s Most Neglected Markets

Courtesy of ImpactAlpha, a look at the challenge of mobilizing capital for some of the world’s most neglected markets in Africa: “Mobilize” may be the word of the year for emerging markets investments. Africa alone needs an additional $100 billion annually for infrastructure development to meet climate and sustainable development goals. Some markets grapple with […]

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Somalia Rebuffs Ethiopia’s Bid to Gain Direct Access to Red Sea Port

Via Bloomberg, an article on Ethiopia’s recent call to gain direct access to the Red Sea: Ethiopia has called for talks with neighbors on harbor access Somalia to retain control of strategic assets, minister says Somalia rejected an appeal from Ethiopia to enter into negotiations with a view to granting it access to a Red […]

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Ghana Greenlights First Lithium Mine with Eye on EV Boom

Courtesy of Reuters, a report on Ghana’s approval of its first lithium mine: Ghana’s government has approved its first lithium mine run by a subsidiary of Australia-based Atlantic Lithium Limited (A11.AX), the West African country said on Thursday, part of its drive to benefit from a global move towards electric vehicles. The Ministry of Lands […]

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Mining Will Revive Malawi’s Economy says Minister

Via WhyAfrica, a report on Malawi’s economy: It is a humid spring morning in August when I walk into the office of Minister Chang’anamuno on the third floor of Government Building in Lilongwe, the capital city of Malawi. Outside, more and more vehicles join the snaking queue of drivers eagerly awaiting the arrival of fuel at […]

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Views From the Ground: India

Via GlobalX by Mirae Investments, commentary on India’s investment potential: We continue to see India as the best structural growth opportunity in emerging markets (EM), if not the world. Our recent due diligence trip to Mumbai consisted of over 40 meetings with management teams, local investors, political experts, sector consultants, and economists. We worked closely […]

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Who Will Actually Benefit From the China-Kyrgyzstan-Uzbekistan Railroad?

Courtesy of The Diplomat, a look at who will actually benefit from the China-Kyrgyzstan-Uzbekistan railroad: China’s Premier Li Qiang is visiting Kyrgyzstan later this month to discuss the China-Kyrgyzstan-Uzbekistan (CKU) railway, a sign that the project, which has been discussed for decades, may finally be realized.  Russia’s invasion of Ukraine and subsequent sanctions on Russia […]

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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.