Containing the Risk
January 22nd, 2024
Courtesy of The Wire China, a look at how disruption to shipping in the Red Sea is having big impact on routes vital to China: Just five months ago, China, fresh from its success in brokering a Saudi-Iranian rapprochement, declared that a “wave of reconciliation” was sweeping through the Middle East. Today, that pronouncement looks like a […]
Read more »Daikin Bets on Africa with New Production Sites in Nigeria and Algeria
January 22nd, 2024
Via Nikkei Asia, an article on one Japanese company’s revised strategy to compete with LG and Gree in Africa: Daikin Industries is bolstering its supply chain for home air conditioners in Africa, recently setting up a manufacturing site in Nigeria while also preparing to produce products in Algeria. The company had been expanding in Africa […]
Read more »Saudi Arabia’s Mining Push Is a Challenge for Everyone Else
January 21st, 2024
Via Bloomberg, a look at how the kingdom’s emergence will make it even harder for the US and Europe to secure access to commodities: Saudi Arabia’s plunge into the world of mining has caught the industry’s attention as the nation prepares to deploy vast amounts of capital to diversify away from oil and gas. The kingdom […]
Read more »How the U.S. Is Derailing China’s Influence in Africa
January 21st, 2024
Via the Wall Street Journal, a look at how a U.S.-backed railway project is helping to challenge Beijing’s dominance in an unlikely country: In 2012, a Chinese state company finished building the train station in this central Angolan town and installed an illuminated computer-controlled board to show departure times and ticket prices. Then the contractors […]
Read more »Vietnam’s Lagging North-Central Region Sees Investment Boom
January 21st, 2024
Via Nikkei Asia, an article on Vietnam’s lagging North-Central region which is currently experiencing an investment boom: Momentum for investment is finally building for Vietnam’s North-Central region, with key factors from global business support to domestic political backing falling into place in an area that has lagged in development until now. Quang Tri is an […]
Read more »Zambia Plans New Railway to Spur Trade With Africa’s Great Lakes
January 21st, 2024
Courtesy of Bloomberg, a report on Zambia’s planned new railway: Zambia plans to build a new rail connection to link a Lake Tanganyika harbor to an existing line that runs to neighboring Tanzania, boosting trade with three other nations that share borders with the world’s longest freshwater lake. The southern African nation’s Transport and Logistics […]
Read more »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.