Archive for 2023

Sri Lanka: Back In Business

Courtesy of Nikkei Asia, commentary on Sri Lanka’s economic rebound: Rising interest rates and falling export demand are blunting the post-COVID economic resurgence of many Asian economies. But for Sri Lanka, the only country in the region to default on its official debt amid the economic squeeze caused by the pandemic and the Ukraine war, […]

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Apple’s India dream

Courtesy of Nikkei Asia, a report on Apple’s plans to move at least 20% of iPhone production to India as it accelerates away from China: Kevin, a senior manager at an iPhone assembly plant in the Indian city of Chennai, gets up before sunrise at his dormitory. He clocks in for work before 6 a.m., […]

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This Club Isn’t Big Enough for Both India and China

Via Bloomberg, commentary that tensions between the Asian rivals will likely prevent the BRICS bloc from ever posing a coherent challenge to the West: For an acronym coined by an investment bank in a decades-old report notable mainly for being wrong, “BRICS” has had a good run. It was once an idea, then a summit, and […]

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Nubank’s Secret To Becoming The World’s Biggest Digital Bank: A User-Friendly App

Courtesy of Rest of World, a look at Brazil’s Nubank whose app has helped it become the world’s biggest digital bank: In Brazil, the Nubank app is a one-stop shop for all things banking. Like most banking apps, it allows for online payments, loans, and money transfers (be it through wire transfer or Brazil’s popular […]

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New Kids in The Block: BRICS, MINT, and Now D-8

Via Modern Diplomacy, an article on the Developing-8 (D8) group of countries that comprise Bangladesh, Egypt, Indonesia, Iran, Malaysia, Nigeria, Pakistan, and Türkiye. Cooperation is a fundamental resource for populous countries on the way to rapid economic and industrial development: for this reason, the case of D-8 is worthy of attention. Globalization unravelled enormous economic opportunities but also opened […]

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How Vietnam’s Infrastructure Incapacity Undermines Its Geoeconomic Ambitions

Courtesy of The Diplomat, a report on how the lack of progress on the 555-kilometer railway linking Vung Ang to the Lao capital Vientiane contrasts starkly with the recently completed Kunming-Vientiane line: For a number of years, Vietnam and Laos have attempted to get a railway project rolling to little fanfare and less success. The […]

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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.