Archive for January, 2024

North Korea’s AI Progress

Via Reuters, a report on North Korea’s AI development which is raising international concerns: North Korea is developing artificial intelligence (AI) and machine learning for everything from how to respond to COVID-19 and safeguard nuclear reactors to wargaming simulations and government surveillance, according to a new study. International sanctions imposed over its nuclear weapons program may […]

Read more »



Zimbabwe Looks to China to Secure Place in EV Battery Supply Chain

Via African Arguments, a report on Zimbabwe’s lithium-focused partnership with China: Wonder Mushove stared blankly at plumes of red dust billowing into the sky as more than 30 trucks carrying loads of lithium ore rumbled past his newly-built house in Buhera, in eastern Zimbabwe. The trucks drive by Mukwasi village on the dirt road linking the […]

Read more »



Balance of Power Between African States and Mining Companies Is Tipping

Courtesy of The Africa Report, commentary that the balance of power between African states and mining companies is tipping: Across the African continent, growing political will and modernised legal frameworks are boosting countries’ negotiating power, but real domestication of value chains has a long way to go. In recent years, relations between African governments and […]

Read more »



Gelephu: The World’s First Mindfulness City Is in Bhutan

Courtesy of The Diplomat, an article on Gelephu, the city envisioned as Bhutan’s new economic hub and an opportunity to capitalize on the economic corridor linking South Asia to Southeast Asia: The Kingdom of Bhutan, world-renowned for creating the concept of Gross National Happiness (GNH) and for being the first carbon negative country, is now […]

Read more »



Vietnam’s Tech Worker Chinatown

Via Rest of World, a look at how – as Chinese manufacturers open shop in Vietnam – Bac Ninh has become a cultural hub with Chinese restaurants, bubble tea shops, and language centers: Chinese tech manufacturers are flocking to Vietnam to set up new factories following disruptive Covid-19 lockdowns and ongoing U.S.-China tensions. The influx […]

Read more »



Morocco: China’s New Eldorado for Electric Batteries?

Courtesy of The Africa Report, an article on China’s strategic interest in Morocco: Several Chinese groups announced intentions to make electric batteries in Morocco in 2023. The second in a four-part series looks at why Morocco is perfectly placed to profit from the latest EV developments being adopted by Tesla, Volkswagen and others. In August […]

Read more »


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.