Archive for 2023

Southeast Asia Rides Fourth Wave of Regional Growth

Courtesy of The Financial Times, commentary on how youth, education and urbanisation make Southeast Asia ripe for foreign investment: The US-China trade war is over, runs an often-made joke in Singapore. “And the winner is Vietnam.” Actually, the war shows little sign of easing, even as the combatants reel from the coronavirus, but the punchline […]

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US Commitments To Angola Highlight Shifting Strategies

Via The African Energy View, a look at Us commitments to Angola: Not since the Cold War have countries in the Global South featured so prominently in the thinking of the world’s major powers – something clearly visible in the shifting patterns in energy markets and renewable investments. For many, that presents an opportunity. Angola’s […]

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A Crude Relationship: Russia Turns Oil Tap for North Korea Back On

Courtesy of Bloomberg, an article on Russia’s crude relationship with North Korea: Russia has resumed sending oil to sanctions-hit North Korea for the first time since 2020, deepening cooperation between the two nations that the US claims also includes sending arms from Pyongyang to help the Kremlin’s war in Ukraine. A report released this week […]

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How Vietnam Can Disrupt China’s Dominance in EVs

Courtesy of The Diplomat, a look at how – while there is a long way to go – Vietnam has most of the ingredients it needs to be a significant player in global EV supply chains. Vietnam has one of the fastest growing middle classes in Southeast Asia, with a recent McKinsey report estimating that […]

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Bolivia’s Natural Gas Dreams Are Fading

Via IPS News, a report on Bolivia’s fading natural gas dreams: One of the largest natural gas reservoirs in South America is showing signs of decline and the hopeful expectations that emerged in 2006, to turn Bolivia into a regional energy leader, are waning. When the fossil fuel bonanza was already showing signs of fatigue, […]

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Kenya: Poised to Become the ‘Singapore of Africa’

Courtesy of Bloomberg, commentary on how Africa’s growth is an opportunity for multinational corporations, and Kenya – its seventh-most-populous nation – is well-positioned to take advantage: Of all the countries in sub-Saharan Africa to be optimistic about, the most promising is Kenya. Economic and political forces are converging to put the continent’s seventh-largest nation 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.