Archive for March, 2024

Can Europe Save Forests Without Killing Jobs in Malaysia?

Courtesy of The New York Times, an article looking at the impact of a new regulation that aims to rid the palm oil supply chain of imports that come from former forestland. Southeast Asian countries say it threatens livelihoods. The European Union’s upcoming ban on imports linked to deforestation has been hailed as a “gold standard” in […]

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Malaysia’s Sarawak Targets Green Energy Powerhouse Status

Courtesy of Nikkei Asia, a look at efforts to position Malaysia’s Sarawak state as a green energy leader: In an ambitious pivot away from its entrenched oil and gas legacy, Malaysia’s Sarawak is working to carve out a new identity as Southeast Asia’s emerging green energy powerhouse, the head of the state’s investment agency told […]

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China’s BRI Pivots To Tech Sharing

Via South China Morning Post, a look at China’s BRI pivot towards technology: After years of focusing on infrastructure investment in its Belt and Road Initiative projects, China now offers its partner countries funding and expertise in clean technologies This will encourage regional nations, particularly in Southeast Asia and the Middle East, to keep engaging […]

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Can Namibia Avoid The Resource Curse?

Via Namibia Business Express, commentary on whether Namibia can avoid the ‘resource curse’ that has plagued other hydrocarbon-rich African countries: Huge oil discoveries in the deep coastal waters off Namibia over the last two years are generating a wave of energy investor interest in the country’s hydrocarbon reserves – the recent finds potentially turning it […]

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Is Hong Kong Over?

Via the HongKong American Chamber of Commerce, two articles (republished with permission) on the future of Hong Kong by long-time commentator, Stephen Roach: Stephen Roach, an economist who has taught at Yale since 2012, is well known in Hong Kong from his time in the city as Chairman of Morgan Stanley Asia from 2007-13, and […]

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The Simple Idea Behind LatAm’s Star Economy: Dominican Republic

Courtesy of The Financial Times, an article on the simple idea behind LatAm’s star economy – Dominican Republic: Tourists love its white sandy beaches and turquoise seas but investors like the Dominican Republic for a different reason. The Caribbean nation of 11.4mn has been an unexpected growth star, bucking Latin America’s generally miserable performance to […]

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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.