Archive for March, 2024

Uzbekistan Aiming To Become World’s IT Outsourcing Hub

Via Modern Diplomacy, an article on Uzbekistan’s plans to become the world’s IT outsourcing hub, displacing traditional locations India and China: The Central Asian country plans to increase its export of IT services to $5 billion by 2030 (compared to $344 million in 2023). A special economic zone, IT Park, has already attracted over 400 […]

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On Call: The Workers Risking Their Lives to Restore Gaza’s Phone Network

Courtesy of The New York Times, a report on Paltel: When Mohammed Sweirky prepared to leave for a work trip in January to repair telecommunications infrastructure that had been destroyed in northern Gaza, his wife and children pleaded with him not to go. Fighting between Israeli troops and Hamas members was still raging in the […]

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Visa and Mastercard: ‘Pouring Money’ Into Africa

Via Rest of World, a look at how – from a startup accelerator to funding startups and even investing in telecom companies – Visa and Mastercard are steadily increasing their presence on the continent: In 2023, Visa launched its Africa Fintech Accelerator program, just six months after the Mastercard Foundation announced a fund to invest […]

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The Philippines Economy in 2024: Stronger for Longer?

Courtesy of McKinsey, a detailed analysis of the Philippine economy which was more resilient than expected in 2023 — and current projections indicate that it could again achieve healthy growth in 2024: The Philippines ended 2023 on a high note, being the fastest growing economy across Southeast Asia with a growth rate of 5.6 percent—just shy […]

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Cooking With Gas: Three Benefits Gas will Bring to Zimbabwe

Via Energy, Capital, & Power, an article on Zimbabwe’s gas potential: Zimbabwe has one of the largest underexplored interior rift basins in Africa and is strategically located in close proximity to resource-rich acreage in neighboring Mozambique. Given this potential, the country is making great strides to unlock the full potential of its resources, with an […]

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Mexico’s Investment Boom

Via Apricitas Economics, a detailed look at Mexico’s investment boom which is being driven by major public works projects and supply-chain nearshoring: The United States has taken a much more aggressive approach to managing its industrial policy over the last several years—spending hundreds of billions to subsidize investments in semiconductors fabricators, car factories, and cleantech manufacturing […]

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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.