Archive for 2023

India’s Rapidly-Growing EV Market

Courtesy of The Diplomat, a report on India’s rapidly-growing EV market where a $1.3 billion federal plan to encourage EV manufacturing and provide discounts for customers along with rising fuel costs is driving up sales: Groceries stashed in the back of an electric delivery scooter are an increasingly familiar sight in the Indian city of […]

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Molar City: How a Tiny Mexican Border City Built a Budget Dental Empire

Courtesy of Bloomberg, an interesting look at medical tourism which is seeing people flock to Mexico’s Molar City for its 350 dental offices and relief from the high costs in the US and Canada: Soon after sunrise, they begin streaming across the border, most on foot. Some of the hundreds in the crowd pull rolling […]

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China Shores Up BRI Deals with Middle East Cash and Partnerships

Via the South China Morning Post, an article on Chinese efforts to shore up belt-and-road deals with Middle East cash and partnerships as Western investment wanes: Beijing’s charm offensive to lure the capital from the Middle East appears to be paying off, as a Dubai-based chamber of commerce welcomes business cooperation with open arms and vows […]

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Africa’s EV Input

Via Semafor, a look at Africa’s global share of EV metals and minerals: The worldwide supply chain disruption caused by the global pandemic from 2020 through 2021 forced major organizations to rethink what they now realize was an overreliance on tried and tested systems. Until then African countries had not been prioritized as a supply chain […]

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10 Years On: Has CPEC Spurred Economic Activity in Pakistan?

Via Panda Paw Dragon Claw, commentary on the real economic impact of CPEC in Pakistan: As the Belt and Road turns 10, it is a good time to assess the successes and failures of the initiative. Such a task is far from simple, however, complicated by the fact that the initiative has ballooned to 148 […]

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BRICS Expansion Is No Triumph for China

Courtesy of Foreign Policy, commentary that BRICS expansion is not a triumph for China, but rather a warning shot for the West to end its strategic slumber in the global south: Those who believe that the world is moving to a post-Western global order saw their belief confirmed last week. At its annual summit 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.