Mining Will Revive Malawi’s Economy says Minister
October 20th, 2023
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 […]
Read more »Views From the Ground: India
October 19th, 2023
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 […]
Read more »China National Chem to Build Angola’s $6 Billion Lobito Refinery
October 19th, 2023
Via Bloomberg, a report that China National Chemical Engineering will build Angola’s $6 Billion Lobito refinery: Angola will sign a contract with China National Chemical Engineering Co. on Friday to build the long-delayed $6 billion plant in Lobito. “The processing capacities of the Lobito refinery remain at 200,000 barrels per day and the estimated cost of the […]
Read more »China’s Belt and Road Initiative and the Taliban’s Economic Dreams
October 18th, 2023
Via The Diplomat, commentary on how the specter of insecurity in Afghanistan has been replaced by a lack of governance and widespread incompetence. Investors from China or any other country can be expected to be deeply wary; On October 17 and 18, leaders, delegations and representatives from more than 130 countries gathered in Beijing for […]
Read more »Proparco Extends Loan to Ziz Energie for Solar ‘Metro-Grids’ in Chad
October 18th, 2023
The Central African country of Chad is one of the poorest in the world, and Chad’s poverty extends to energy: the country of 17 million has just over 300 megawatts of installed generating capacity. Only 6% of the population have access to reliable power, mostly in the capital, N’Djamena. Mini-grids and solar home systems are […]
Read more »Thailand, Vietnam and Neighbors Compete in Airport Expansion Race
October 18th, 2023
Via Nikkei Asia, a look at how airlines’ passenger capacity for seven Southeast Asian nations to double by 2030: Southeast Asian countries are rushing to expand their major airports to meet rising domestic demand as well as attract foreign investment and travelers to boost economic growth, although some plans are raising concerns about over- investment. […]
Read more »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.