The Gulf Region’s Growing Importance for India
February 25th, 2024
Via IISS, an article on the growing strategic convergence between India and the Gulf region whihc has resulted in deeper political, economic and defence ties” In one of his last foreign visits before India’s general election in April–May 2024, on 13–15 February India’s Prime Minister Narendra Modi travelled to the United Arab Emirates (UAE) and […]
Read more »US Bets on $2.3 Billion African Railway to Help Deliver EV Revolution
February 23rd, 2024
Courtesy of Bloomberg, a report on Washington’s gamble that the Lobito corridor linking Congo, Zambia and Angola will provide the battery metals to power its green transition: Ahead of a trip to Zambia in September, Kurt House made a detour to Washington to meet US Under-Secretary of State Jose Fernandez, who subsequently wrote on X. “We […]
Read more »Africa’s Donkeys Are Coveted by China. Can the Continent Protect Them?
February 23rd, 2024
Courtesy of the New York Times, a report on how African governments are seeking to curb donkey skin exports to China, where demand for traditional medicine and other products is threatening animals that rural households need: For years, Chinese companies and their contractors have been slaughtering millions of donkeys across Africa, coveting gelatin from the […]
Read more »Sudan Fighting Threatens $50B Gulf Investments
February 23rd, 2024
Via Middle East Monitor, an article on the impact that Sudan’s war has had upon Gulf investments in the country: The ongoing fighting between the Sudanese Army and the Rapid Support Forces threatens both Gulf food security and massive investment opportunities in the conflict area. Gulf states have invested tens of billions of dollars in […]
Read more »Growth, Returns and Aid Shift Investor Focus to West of Africa
February 23rd, 2024
Via Bloomberg, an article on increasing investment interest in West Africa: West Africa eurobonds on average saw better returns than peers China investment to region has surpassed East, Southern Africa Investors in West African countries are enjoying the best returns on the continent, and are shifting money flows to a region that’s performed well despite […]
Read more »How African Wind Power Seduced Global Investment Giant BlackRock
February 23rd, 2024
Courtesy of The Africa Report, commentary on the recent decision by BlackRock’s climate fund to buy Vestas’ stake in the Lake Turkana project, Africa’s largest wind farm: BlackRock continues to increase its stake in Africa’s largest wind farm, which has a generating capacity of 310MWh. Denmark’s Vestas Wind System, which has been keen to sell […]
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.