Archive for February, 2024

Making the Most of FDI: Shenzen vs. Penang

Via Project Syndicate, an interesting comparison of the success of foreign direct investment in China and Malaysia: Few experts doubt that foreign direct investment can bolster economies by bringing in critical know-how, expanding local production, and creating jobs. It is no surprise, therefore, that attracting FDI has long been a top priority for developed and […]

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Gazprom Grapples With Collapse In Sales to Europe

Courtesy of The Financial Times, a look at how Gazprom is grappling with the collapse of its sales to Europe: Vladimir Putin was effusive late last year after Gazprom reported record sales to China, telling chief executive and longtime ally Alexei Miller: “This is great, I congratulate you on the results of your work.” But the […]

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On Track: Nigerian Rail Projects Drive Home China’s BRI Commitment To African Infrastructure

Via South China Morning Post, a look at Chinas BRI commitment to African infrastructure: Senior diplomat Wu Peng’s support of projects in Nigeria has reinforced China’s commitment to helping African growth But experts say a switch of banks financing a Nigerian rail project points to Beijing’s shift in focus from concessional to commercial lending Building […]

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Taliban’s Focus On Infrastructure Development

Via Eurasia Review, a report on the Taliban’s focus on infrastructure: The Taliban have advertised their efforts towards infrastructure development over the last two years, since taking over power in August 2021. The Taliban Deputy Minister of Economy Abdul Latif Nazari stated in August 2023 that “overall 3575 development projects of $1.9 billion have been […]

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The United States’ Missed Opportunity in Latin America

Courtesy of Foreign Affairs, a look at U.S.’s missed opportunity to prioritize investing in Latin America: When policymakers consider national security, they tend to think first of military capabilities: the weaponry and ammunition a country possesses, the state of its armed forces, its border defenses, its surveillance and cybersecurity. Since 2020, however, U.S. national security […]

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‘Strings Attached’: Saudi Arabia Steps Up Demands In Tech Deals with China

Courtesy of The Financial Times, a look at how Alibaba’s and SenseTime’s huge joint ventures in Gulf kingdom have come with stringent requirements around training local teams and investment: Saudi Arabia is mandating that leading Chinese technology companies invest in the Gulf kingdom in return for huge deals, as it leverages its petrodollar wealth to boost […]

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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.