Archive for March, 2024

Dire Straits: Two Canals, Two Big Problems = One Global Shipping Mess

Courtesy of the Wall Street Journal, a report on how drought in Panama and Houthi attacks in the Red Sea are delaying deliveries and pushing up costs: More than 50 ships queued to cross the Panama Canal on a recent day—from tankers hauling propane to cargo ships packed with food. A prolonged drought has led the canal’s […]

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Diversification Strategies Paying Off For GCC Economies

Via Arab News, a look at how diversification strategies are now paying off for GCC economies: Transport, tourism and logistics are set to help the Gulf Cooperation Council region secure gross domestic product growth far above the lobal average, economists have told Arab News. Experts believe that a focus on non-oil trade by GCC governments […]

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Rush To Riyadh Is On

Courtesy of The Financial Times, an article on big companies’ adherence to Saudi Arabia’s demand that they set up regional HQs in the desert kingdom: Scores of multinationals have heeded Riyadh’s ultimatum to establish regional headquarters in Saudi Arabia or face losing out on lucrative government contracts, but leading banks have been conspicuous by their […]

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How Dune Helps Us Understand The Real-Life Middle East

Courtesy of Noahpinion, an interesting commentary on how Dune helps us understand real-life Middle East and the challenging political economy faced by resource-exporting countries in which more poorly resource-endowed East Asian nations may start out poorer but grow much faster: I recently saw Dune 2, and it’s really good, despite a bit of a rushed […]

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China’s Minidrama Producers Set Their Sights on Challenging Netflix

Courtesy of Nikkei Asia, a report on China’s minidrama producers who are using ultra-short episodes and wacky plots help their content flourish on social media and challenge Netflix: A college student from the present time wakes up to find herself transported back to 1980s China, where she meets a pig farmer with two children and […]

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The Taliban Once Smashed TVs. Now It Fosters YouTubers To Promote Its Image.

Courtesy of the Washington Post, a report on a new wave of video bloggers under the Taliban, which is seeking to shape a positive narrative about the country: The Taliban-run government is fostering a thriving community of YouTube influencers and video bloggers in Afghanistan, seeking to shape a positive narrative about the country by rewarding […]

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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.