Archive for March, 2024

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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No Need for US Waiver to Build Gas Pipeline With Iran, Pakistan Says

Via VOA News, a report that Pakistan does not believe it needs a U.S. waiver to build a gas pipeline with Iran: Pakistan said Thursday that it does not need a waiver from U.S. sanctions to build its portion of a pipeline to import natural gas from Iran. “It is a segment of the pipeline […]

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Paraguay’s Economic Development Plan

Via Merco Press, an article on Paraguay’s economic plans: President Santiago Peña highlighted Paraguay’s productive model and spoke about his country’s future in terms of economic and financial development in the panel “Spotlight on Latin America” sponsored by the Financial Times, it was reported Monday in Asunción. The head of state also pointed out that […]

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Angola & Nigeria: State-Led Petroleum Sector Development

Via Phenomenal World, a report on state-led petroleum sector development in Angola and Nigeria: Oil and gas producers in Africa, like developing countries across the globe, face a particular problem in pursuing state-led development. The resource curse, and specifically the phenomenon of “Dutch disease,” in which an exporting industry brings in foreign capital and causes the […]

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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.