Archive for July, 2024

Bolivia Seeks Oil & Gas Investment, Russia’s Help To Solve Energy Crunch

Via Reuters, a report on Bolivia seeks oil and gas investment, Russia’s help to solve energy crunch: Bolivian state energy firm YPFB is looking to improve conditions for investment in the country’s flagging oil and gas sector and seeking help from Russia to overcome recent fuel shortages, the head of the company told Reuters. The […]

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Chinese Firms Eye Morocco In Drive To Cash In on US EV Subsidies

Via Associated Press, an article on Chinese firms setting up factories in Morocco as way to cash in on US electric vehicle subsidies: After the United States passed new subsidies designed to boost domestic electric vehicle production and cut into Beijing’s supply chain dominance, Chinese manufacturers began investing in an unlikely place: Morocco. In the […]

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Vietnam, Not India, is in a Geopolitical and Geoeconomic Sweet Spot

Via The Diplomat, a comparison of India and Vietnam: Vietnam has demonstrated a dexterity in its foreign policy that few other countries can claim, having hosted U.S. President Joe Biden, Chinese President Xi Jinping and most recently, Russian President Vladimir Putin within a span of nine months. This is even more impressive considering that it […]

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The Rise of Mollywood, India’s More Subtle Film Hub

Courtesy of The Economist, an article on India’s Malayalam movie industry which, instead of relying on big dance numbers, the movies tell stories: To outsiders, and indeed many in the country, Indian cinema is all about masala movies. Named after the blend of spices ubiquitous in the country’s cuisine, these films feature a mix of genres, formulaic plots […]

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Sun, Sea, and (Lots of) Sand: Can Saudi Arabia Become A Premier Tourist Destination?

Via The Economist, a look at the potential for Saudi Arabia to become a premier tourist hotspot: Recent events in Saudi Arabia have not been a good advert for tourism. Between 2m and 3m Muslims visit the country each year for the hajj, the annual five-day pilgrimage that all Muslims aspire to do at least once. Last […]

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Investment World’s Efforts To Navigate Geopolitics

Courtesy of The Financial Times, a report on how the investment world is trying to navigate geopolitics: Attended by prominent figures such as tech billionaire Michael Dell, Blackstone chief Stephen Schwarzman and Yasir Al-Rumayyan, the head of Saudi Arabia’s $925bn Public Investment Fund, the FII Priority conference in Miami in February was one of the […]

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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.