Archive for March, 2024

Prabowo Set to Keep Indonesia on Jokowi’s Growth-Focused Path

Via Nikkei Asia, a report on Prabowo’s plans for heavy spending from infrastructure to school meals: Indonesian President Joko “Jokowi” Widodo’s growth-focused economic policy looks set to continue into the next administration with successor Prabowo Subianto also planning aggressive fiscal spending. “We will use the strong foundation [Jokowi] has built, especially in the economic sector, […]

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An East African Port Deal the World Should Applaud

Via The National Interest, commentary on how – although many are skeptical of the newly announced deal between Ethiopia and Somaliland – it has the potential to benefit the entire region of the Horn of Africa, Egypt, and the Red Sea: Many countries’ skepticism of a recently announced deal that gives Ethiopia naval basing rights in […]

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China’s Haishan Group Unveils Major Aquaculture Project In Angola

Via Seafood Source, a report on a major new Chinese aquaculture project in Angola: On the eve of a visit to China by Angola President João Lourenço, a Chinese conglomerate announced a major investment in an Angolese aquaculture project. Haishan Group, a private Beijing-based construction firm, has announced its involvement in the construction of a 300-hectare […]

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Saudi Arabia Plans $40 Billion Push Into Artificial Intelligence

The government of Saudi Arabia plans to raise $40 billion for a fund focused on artificial intelligence investments, according to a report from The New York Times: The government of Saudi Arabia plans to create a fund of about $40 billion to invest in artificial intelligence, according to three people briefed on the plans — the […]

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The Long Goodbye: Oil’s Next 50 Years

Courtesy of The Economist, commentary on the next 50 years of the oil industry: Fly west across the United Arab Emirates from Fujairah, a tanker-filled port on the Gulf of Oman, towards the Persian Gulf and you get a sense of the vulnerability arid lands have to climate change. The farms around Dhaid provide a […]

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Africa to Play ‘Huge Role’ in US Critical Mineral Strategy, Says Treasury’s No. 2

Via Reuters, a report on the role that Africa can play in the U.S. critical mineral strategy: U.S. reducing reliance on Chinese, Russian supply chains Africa boasts minerals critical to energy transition The United States is looking to Africa to help loosen a Chinese stranglehold on battery metals and reduce Russia’s influence over the market […]

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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.