Filipino Fried Chicken Takes Flight
June 18th, 2024
Courtesy of Fortune, a look at Jollibee – which has a cult-like following in the Philippines and among the Filipino diaspora – and whether its ‘Chickenjoy’ and sweet spaghetti ever truly challenge McDonalds globally? There may be no busier place in Hong Kong on a Sunday than the Jollibee restaurant on Connaught Road. Nestled between […]
Read more »Walmart’s Major Investment in Guatemala Signals Economic Growth
June 18th, 2024
Via The Latin American Post, an article on Walmart’s investment in Guatemala: Walmart has announced plans to invest $700 million in Guatemala over the next five years, a move expected to stimulate significant economic growth and create job opportunities in the Central American country. Walmart, the world’s largest retailer, has announced a substantial investment plan […]
Read more »Western Multinationals Fleeing Nigeria Are Being Replaced by Asian and Turkish Firms
June 18th, 2024
Via Bloomberg, a look at how western multinationals fleeing Nigeria are being replaced by Asian and Turkish firms: Naira’s depreciation, currency swings deter multinationals Nigerian firms have also made significant investments As US and Europe-based multinationals exit Nigeria, Asian and local companies are stepping in to fill the void. Last week, London-based Diageo Plc sold its controlling […]
Read more »Copper and Lithium at the Heart of New African Investment
June 18th, 2024
Via The Africa Report, an article on the role of copper and lithium at the heart of new African investment: Recent data confirms copper and lithium as the mineral success stories of the African continent, with new exploration projects concentrated in Central and Southern Africa. With 40 active exploration projects for copper and 19 for […]
Read more »Has Indonesia Hit The Nickel Jackpot?
June 18th, 2024
Courtesy of Fortune, a report pointing out that Indonesia’s $5 billion deal with Tesla is only part of its all-in strategy on nickel mining: In mid-2020, an exasperated Elon Musk appealed for greater access to a commodity crucial to electric-vehicle battery production. “Any mining companies out there, please mine more nickel, okay?” he said on an earnings call. “Tesla […]
Read more »China-Australia Rare Earth Intrigue
June 17th, 2024
Via a/symmetric, commentary on a Chinese rare earth investor with state ties: The Australian government this week ordered China-linked funds to slash their stakes in a rare earths miner, citing national interest grounds. The Western Australia miner, Northern Minerals, boasts the “most advanced heavy rare earths project globally.” It aims to be the first significant ex-China supplier of heavy […]
Read more »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.