Archive for May, 2024

The Cable Ties to China’s Digital Silk Road

Via the Lowy Institute, a report on the cable ties to China’s Digital Silk Road: Technological competition between the United States and China is transforming the physical connections that make up the digital world and its governance. China’s “Belt and Road Initiative” eventually incorporated digital connectivity under the rubric Digital Silk Road in an effort to leverage […]

Read more »



Even With Gaza Under Siege, Some Are Imagining Its Reconstruction

Courtesy of The New York Times, a report on how international development agencies have been meeting with Middle East business interests and urban planners to map out an economic future for the territory: On a December morning in central London, more than two dozen people drawn from influential institutions across the Middle East, Europe and […]

Read more »



Economy in Focus: Albania

Via Emerging Europe, an article on Albania: Challenges there may be, but Albania’s economy is broadly in a good place. A boom in tourism is driving growth at levels above most of its regional peers. While tourism across most of the world has broadly recovered from the massive impact of the Covid-19 pandemic, in a […]

Read more »



The Ugly Side of the Africa-UAE Gold Trade: Misreporting and Smuggling

Via ScienceDirect, a new journal article examining the ugly side of the Africa-UAE (United Arab Emirates) gold trade: gold export misreporting and smuggling. Highlights • Africa-UAE gold trade is characterized by overwhelming misreporting and smuggling. • Export misreporting and smuggling exhibit some persistence behavior. • Export tax, the gold price, and institutional factors are the […]

Read more »



Congo’s $7 Billion Deal With China Linked to Copper Price Under New Contract

Via Caixin Global, a report on a revamped minerals-for-infrastructure deal between the Democratic Republic of Congo and China: A revamped minerals-for-infrastructure deal between the Democratic Republic of Congo and China that will send billions of dollars in financing to the Central African nation is contingent on the price of copper, according to a newly published […]

Read more »



The World’s Fastest Growing Emerging Markets (2024-2029 Forecast)

Via the Visual Capitalist, an interesting graphical look at the world’s fastest growing emerging markets (2024-2029): Large emerging markets are forecast to play a greater role in powering global economic growth in the future, driven by demographic shifts and a growing consumer class. At the same time, many smaller nations are projected to see their […]

Read more »


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.