Archive for 2023

India May Not Be The China Alternative Wall Street Thinks

Courtesy of The Asia Times, commentary that – despite the fact that India’s economy is growing faster than China’s – investors may be wise to take a second look before reallocating funds and factories to Delhi: Financial bookmarks can be very illuminating in assessing a market’s readiness for global primetime. Such is the case with […]

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Hungary’s Mission to Create Europe’s Battery Hub, Whatever the Cost

Courtesy of Bloomberg, a look at how Hungary is going all in to become one of the world’s biggest suppliers for EVs, and Viktor Orban won’t let anything get in the way: Next to fields of corn and sunflowers near the city of Debrecen in eastern Hungary, workers in hard hats pour concrete into the […]

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China Pushes ‘Pivot to South and Southeast Asia’ with Yunnan Province As Gateway to Vast Market

Via South China Morning Post, an article on China’s efforts have Yunnan Province pivot to South and Southeast Asia: National Development and Reform Commission pledges to support Yunnan with transport, logistics, energy and digital connection with southern neighbours China urged to seek ‘cooperation opportunities with emerging markets, including Southeast Asia, to offset its falling trade […]

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Millionaires are Packing for Namibia: The ‘Australia of Africa’ 

Via BizNewsTV, an interesting video report on Namibia, a country some are calling The ‘Australia of Africa’: In Namibia, there are only three people per square kilometre, the top income tax rate is 37%, citizens pay no capital gains tax, and there is no estate duty to be paid. Added to this low population density […]

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Ukraine: Attracted $500M in Investment Since The Start of the War

Via Fortune’s Term Sheet, a look at efforts to promote investment in Ukraine: When Sergiy Tsivkach, CEO of the Ukrainian government’s investment promotion office, UkraineInvest, arrived at the Fortune offices this week, he was coming from Washington, D.C., where more than 400 people had gathered to discuss how to do more business in Ukraine.  “I have a […]

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Europe Lines Up African Minerals Pacts to Ease Reliance on China

Via Bloomberg, a report on European efforts to line up African mineral pacts to ease reliance on China: Partnerships expected to be signed during EU investment summit Deals part of bloc’s efforts to diversify access to materials The European Union is finalizing partnerships with the Democratic Republic of Congo and Zambia to boost local industries as the bloc competes […]

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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.