Archive for May, 2024

What A Zoom Cashier 8,000 Miles Away Can Tell Us About The Future of Work

Via Vox, a look at a new age of digital offshoring: Questions of how a new technology will change the way we work have only become more pressing since OpenAI’s Chat-GPT burst onto the scene in late 2022. Since then, we’ve seen frenzied predictions of how AI will upend American jobs — perhaps even doing away with the […]

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Power of Siberia 2: Close Deal or Re-Route?

Via Asia Times, a look at the geopolitics surrounding the Power of Siberia 2 as China debates how alternate Kazakhstan gas route affects Mongolia route plan: A plan to transit Russian natural gas to China via Kazakhstan has recently triggered a hot debate among Chinese pundits over the fate of the long-discussed Power of Siberia […]

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American Express Sees Nigeria’s ‘Upward Trajectory’ As Ripe for Credit Cards

Via Semafor, an article on American Express’ interest in Africa: Card payments provider American Express rolled out four new credit cards in Nigeria this week, in its push to become a dominant player in Africa’s fledgling credit market. The cards, which are dollar-denominated and target both individuals and businesses, are produced with O3 Capital, a […]

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Indonesia Bets Big on Electric Vehicles

Via Foreign Policy, an article on Jakarta’s big bet on the green transition: “It took 40 or 50 years to industrialize China,” said Rachmat Kaimuddin, Indonesia’s deputy coordinating minister for investment and maritime affairs. “We may have to be faster.” Indonesia’s government has set an ambitious target of becoming a developed nation by 2045—partially through […]

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An Uphill Battle: U.S. Struggles to Reassert Itself in Africa

Via The Economist, a report on America’s struggles to counter growing Chinese and Russian influence in Africa: Judging by events in the Sahel over the past few years, America’s standing in Africa has taken a severe knock. It has patently failed to stop the spread of coups across a belt stretching from Guinea in the west […]

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Infrastructure Is Remaking Geopolitics

Courtesy of Foreign Affairs, a look at how infrastructure is remaking geopolitics: Falling water levels in Panama’s Gatún Lake. A cyberattack on a payment platform. An earthquake disrupting silicon-chip production in Taiwan. Elon Musk deciding which countries have access to the Internet. At first glance, these things have nothing in common other than their recent […]

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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.