What’s Driving Kim Jong Un’s New Regional Development Policy?
February 14th, 2024
Via The Diplomat, a look at Kim Jong Un’s new Regional Development policy which acknowledges the severe disparity in living conditions between Pyongyang and the rest of the country – and the resulting public discontent: North Korea’s leadership recently announced a new regional development policy entitled the “regional development 20×10 policy,” which refers to a plan to […]
Read more »The Big Picture of Mexican Exports
February 13th, 2024
Via Geopolitical Futures, a look at Mexico’s exports and recent data that suggest its pivot to Asia may pay off: Mexico’s economy made headlines late last week when the latest data from the U.S. Commerce Department showed that, for the first time in more than 20 years, Mexican exports to the U.S. surpassed exports from […]
Read more »The World Needs More Belts and More Roads, Chinese-Style
February 13th, 2024
Via South China Morning Post, commentary from influential author Parag Khanna how the Belt and Road Initiative is exactly the blueprint needed in this age of uncertainty and instability: A new generation of Western doom-and-gloomers about China has emerged. Many point to admittedly serious problems, some of them chronic and structural, and argue the country […]
Read more »U.S. Gas Producers Are Racing to Sell to Asia. And Mexico Is Key.
February 13th, 2024
Courtesy of the New York Times, a look at how, by next year, American natural gas will start flowing across Mexico to a major export terminal on the Pacific, reflecting a global energy landscape transformed by U.S. dominance in gas: ?As soon as next year, the United States’ fossil fuel industry will gain its first […]
Read more »Can Niger, Mali and Burkina Faso Maintain Growth Outside ECOWAS?
February 13th, 2024
Courtesy of The Africa Report, a look at whether Niger, Mali and Burkina Faso can maintain growth outside ECOWAS: The three countries shaken by coups have economies with growth prospects above the regional average as they close the door on the regional bloc. On 28 January, Burkina Faso, Mali and Niger jointly announced their withdrawal […]
Read more »Vietnam’s Chip Shot: Dangling Incentives To Bolster Semiconductor Industry
February 13th, 2024
Via Nikkei Asia, an article on Vietnam’s efforts to attract foreign semiconductor investment: Vietnam has pledged tax breaks and other perks to semiconductor companies that help to develop the sector in a Southeast Asian country that is taking on an increasingly crucial role amid the China-U.S. chip war. Hanoi’s national plan for chips will include […]
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.