Archive for January, 2024

Laos’ Economic Reckoning

Via East Asia Forum , an article on Laos’ economy: Laos had the feeling of a nation moving ever closer to an economic reckoning in 2023, even though the outcome is likely to be ambiguous and protracted. While according to official statistics, Laos narrowly avoided an outright recession during the depths of the global COVID-19 […]

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Morocco, an Unexpected Winner of China’s Strategy to Circumvent the U.S. Inflation Reduction Act

Via the Center for Strategic and International Studies, commentary on Morocco, an unexpected “winner” of China’s strategy to circumvent the U.S. Inflation Reduction Act: Over the years, China’s dominance over the supply chain of critical minerals—minerals used in clean energy transition and electric vehicle (EV) batteries—has become a serious concern for many Western governments. From Washington to Brussels, […]

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Few Countries Better Placed Than Vietnam To Get Rich

Courtesy of The Economist, an article on Vietnam: A brief but revealing panic struck Vietnam this month. On January 12th the country’s 79-year-old leader, Nguyen Phu Trong, failed to meet the visiting president of Indonesia. Mr Trong’s name was removed from the official schedule without explanation. Rumours spread that he was dead. For three days […]

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Ethiopia’s First Industrial-Scale Mining Project of the Century: KEFI Gold

Courtesy of The Africa Report, an article on Ethiopia’s first industrial-scale mining project of the century: Ethiopia’s first industrial-scale mining project of the century has taken a step closer to fruition as KEFI Gold and Copper secures conditional financing approval from its lead creditor the Trade and Development Bank (TDB), KEFI executive chairman Harry Anagnostaras-Adams tells The Africa […]

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Palau’s Plan to Reopen A Marine Sanctuary For Industrial Fishing

Courtesy of Bloomberg, an article on the Nature Conservancy’s role in the Palau government’s move to reopen an ocean reserve to industrial fishing highlights the global debate over how to aid Pacific island nations imperiled by climate change: Every coastal nation controls the 244 miles of the ocean that extends from its shores. These “exclusive […]

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Top 5 Emerging Market Import / Export Centers in 2024

Via The Business Year, an article on which emerging market countries are essential nodes in global trade in 2024? One way of looking at international trade is to see it as the cumulative exchange of goods and services across borders over time. Every component used in a finished product has been through the import/export process several times […]

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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.