Archive for February, 2024

Investors Hit The Road As India’s Startup Story Moves Beyond Metros

Via DealStreet Asia, an article on how funding in India’s third tier cities is showing steady increase amid overall slowdown: A growing tribe of private equity and venture capital investors is heading to India’s hinterland amid a rise in local tech talent coupled with improving infrastructure, increasing Internet penetration and lower operational expenses. According to […]

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West Challenges China’s Critical Minerals Hold on Africa

Via Reuters, a report on the West’s efforts to challenge China’s critical minerals hold on Africa: China’s CMOC Group overtook Glencore to become the world’s largest producer of cobalt last year as it ramped up its new Kisanfu mine in the Democratic Republic of Congo. The company’s production leapt by 174% year-on-year to 55,526 metric […]

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The Geopolitics of Economic Development in the Middle East

Courtesy of the Carnegie Middle East Center, interesting commentary on corridorization and the impact that BRI, IMEC, and other initiatives are leading this century’s reconfiguration of geopolitical, geoeconomic, and sociospatial manifestations of global capitalism: INTRODUCTION The idea of transforming borders into connecting points between countries and continents has gained traction in recent years, with several […]

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India Can Become Major Global Hub for Renewable Energy

Via Nikkei Asia, a bullish report on India’s impact on the global renewable energy sector: India can “greatly accelerate” the global transition to cleaner power if its request to join the International Energy Agency is approved, the country’s Ambassador to France Jawed Ashraf told Nikkei. Ashraf said India can use its massive workforce and investment-friendly […]

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Green Energy, Digital Infrastructure Are Hot Tickets for Chinese Firms Targeting Middle East

Via Caixin Global, an article on the growing presence of Chinese green energy and digital infrastructure firms in the Middle East: A veteran investor and co-founder of a global asset allocation firm said Chinese companies eyeing the Middle East should focus on digital infrastructure and green energy, as more firms look to the region for […]

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Nigeria’s Currency Crisis Is Fueling a Corporate Exodus

Courtesy of Bloomberg, an article on how Nigeria’s free-falling currency and rampant inflation are slashing the profits of global conglomerates: As Nigeria’s vice president cut the ribbon on Procter & Gamble Co.’s diaper production line in 2017, the $300 million facility near Lagos was hailed as a symbol of the country’s economic ambitions. In December, P&G […]

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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.