Archive for April, 2024

To Secure Kazakhstan’s Uranium, Chinese Players Were Compelled to Accommodate Local Partners

Via Carnegie Endowment for International Peace, a report on Kazakhstan’s leverage its natural uranium resources to hold the reins in its nuclear fuel–related dealings with China: China has become a global power, but there is too little debate about how this has happened and what it means. Many argue that China exports its developmental model and […]

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Microsoft: Riding On Geopolitics To Extend Its AI Footprint

Via Fast Company, commentary on Microsoft’s recent $1.5B investment in the UAE’s G42: Microsoft’s recently announced deal to acquire a $1.5 billion share of United Arab Emirates-based AI company G42 is the culmination of months of coordination and negotiation among the companies and their respective governments. G42 will now begin getting computing power from Microsoft’s Azure data […]

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Namibia: Establishing Incentives for Mining Investment

Via Energy, Capital & Power, an article on Namibia’s incentives for mining investment: As Namibia’s leading economic sector, the mining industry has benefited from a competitive investment climate, which includes a recently amended VAT Act and the ability for operators to recoup their expenditures. The Chamber of Mines of Namibia is responsible for the stewardship of mining and exploration […]

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Bangladesh’s Touted “Cyber Capital”: Now a Ghost Town

Via Rest of World, a look at a Bangladesh tech park built for 100,000 workers which is now a ghost town: Bangladesh launched its first tech park on the outskirts of Dhaka in 2015. But nearly 10 years later, most of the facility remains unused. Several companies that had committed to setting up offices and […]

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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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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.