Archive for April, 2024

Zain: The Remarkable Story of a Small Kuwaiti Telecoms Firm that Became a Global Giant

Via Emerging World, a review of a book on a sleepy Kuwaiti telecoms firm which surged to prominence on the back of visionary leadership and a string of acquisitions, most notably a big bet on Africa from 2003-2009: “History will be be kind to me,” the late Winston Churchill once famously said, “because I intend […]

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China To Push BRI During Visits to Indonesia, Cambodia, and Papua New Guinea

Via South China Morning Post, an article on China’s top diplomat Wang Yi’s plans to push belt and road during visits to Indonesia, Cambodia and Papua New Guinea: Foreign Minister Wang Yi will travel to the three countries this week as Beijing steps up diplomacy with Southeast Asia amid US rivalry China is a top […]

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Spirit of the Desert: Whisky and Water In Rajashtan, India

Via Aquatech, an interesting look at how Diageo is working with the local community to improve water security in the region of its Alwar distillery, which is based in an arid region of northeast India: Reducing water waste in a whiskey distillery Diageo’s whiskey distillery in Alwar was the first to spirit distillery in Asia […]

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India’s Efforts To Build Energy Interdependence With Sri Lanka

Via the Lowy Institute, a look at how India’s takeover of the Trincomalee Oil Tank Farm will help build energy interdependence with Sri Lanka India has recently moved to take effective control over the giant oil tank farm in Trincomalee, Sri Lanka. This marks is a key step in integrating Sri Lanka into India’s national […]

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Mexico Presidential Frontrunner Pledges $13.6 Billion For Energy Investments

Via Reuters, a report on the Mexico presidential frontrunner pledge of $13.6 billion for energy investments: The favorite to win Mexico’s presidential election in June, Claudia Sheinbaum, on Monday outlined a plan to invest $13.57 billion in new energy generation projects through 2030. The ambitious program plans to increase wind and solar power generation and […]

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Southeast Asia’s Potential in Critical Minerals

Via the Australia Strategic Policy Institute, a report on Southeast Asia’s potential in critical minerals: Global critical mineral demand is expected to increase dramatically in coming decades, from a 7.1 million tonnes in 2020 to 42.3 million tonnes in 2050. Global commitments to decarbonisation are the main drivers of this growth, because clean-energy technologies depend […]

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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.