Archive for 2023

India’s Economic Rise Is Not Guaranteed

Courtesy of The Financial Times, commentary warning that – without reform – India will be unable to capitalize on the country’s economic potential: Last year on the 75th anniversary of its independence from British rule, India’s prime minister, Narendra Modi, urged the nation to “dominate the world”. India’s rising role in the global economy is […]

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China Bankrolls Africa Railroad To Cut Australia Iron-Ore Reliance

Courtesy of Nikkei Asia, a report on how a costly new Chinese infrastructure investment in Guinea aimed at unlocking the world’s largest untapped source of iron ore: While China-Australia relations seem to be thawing, Beijing is slowly but surely moving to cut its dependence on Australian iron ore. Last Friday, mining giant Rio Tinto and […]

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Paraguay and Titanium: Failure to Launch?

Courtesy of Geopolitical Monitor, a look at Paraguay’s failed titanium sector: “Paraguay will become the center of global titanium production,” was the headline of a November 2010 article in the BBC. Almost a decade and a half later, titanium production in Paraguay has yet to begin. Even more, by the own admittance of the country’s authorities, […]

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Pipe Dreams: Turning an Interconnected ASEAN Gas Market Into a Reality

Via The Lowy Institute, commentary on the benefits of potentially expanding an interconnected ASEAN gas market (which currently features 13 bilateral gas line connections between six ASEAN member states) as the answer for energy demand into the future: The development began in the 1960s when the Southeast Asian natural gas sector grew significantly after discoveries […]

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How Mexico Learned To Stop Worrying and Love EVs

Via Rest of World, an article on how – despite its standing as a global auto manufacturing power – Mexico’s position as a hub for electric vehicles was far from given until recently: These days, carmakers such as Ford and Jetour, a Chinese brand, are either building manufacturing facilities or repurposing existing internal combustion engine […]

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From Sunshine to Startups: Unleashing Mozambique’s Entrepreneurial Magi

Via Renew Capital, a report on Mozambique’s entrepreneurial landscape: Mozambique is renowned for its captivating landscapes, pristine beaches, and rich cultural tapestry. In this interview with the project and investment manager at Renew Capital, Licínio Chissano, we delve into Mozambique’s entrepreneurial landscape and the promising industries that are driving its growth. Join us as we […]

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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.