Archive for June, 2024

China’s Demand for Durian Is Creating Fortunes in Southeast Asia

Courtesy of the New York Times, a report on how demand for durian – known for its rich taste and intense smell – has reshaped parts of Southeast Asia, where it has long been a staple: Before he started a company 15 years ago selling the world’s smelliest fruit, Eric Chan had a well-paying job […]

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Republicans May Force Africa To Choose Between US and China

Via The Africa Report, an article on the US’ House Ways and Means trade panel which is debating more conditions for African beneficiaries of the AGOA duty-free scheme due to the continent cozying up to China: Congressional leaders upset about Africa’s growing ties to China are considering a rewrite of US trade policy to force […]

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As China Scrambles for Zimbabwe’s Lithium, Small Miners Are Left Behind

Via Al Jazeera, an article on how small miners in Zimbabwe are impacted by China’s growing role in the market: On a winter’s morning in Shamva, in Zimbabwe’s Mashonaland Central province, Brenda, a single mother of three, is on the hunt for lithium ore. The 39-year-old, who asked that only her first name be used, […]

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Uganda Doubles Oil-Industry Budget as Start of Production Nears

Via Bloomberg, an article on Uganda’s decision to increase its oil industry budget: Uganda more than doubled its annual budget for the oil and gas industry as it moves closer to the start of production, targeted for the next financial year. The government allocated 920.9 billion shillings ($246 million) to the sector for the year […]

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Africa Policy In Trump’s Second Term

Via Foreign Policy In Focus, commentary on what American policy towards Africa could look like if President Trump wins a second term: The election of the next president of the United States will be held this November. If he wins another term, Joe Biden’s policy on Africa is predictable because he has followed a consistent policy and […]

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Qatar Airways To Take Control Of RwandAir

Prior to the pandemic Qatar Airways was looking at taking a 49% stake in RwandAir after already having invested in and taken control of the Kigali airport. The plan was to improve RwandAir’s systems and quality, and bring them into oneworld although it was not clear at the time whether the airline would become a full or ‘connect’ […]

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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.