Brazil and Colombia: The Emerging Powers of Offshore Wind?
August 28th, 2024
Via Dialogue Earth, an article on wind energy development in South America: The development of offshore wind energy is entering a defining moment in Latin America, following years of expectation that have raised hopes for the energy source, but which have yet to result in a single turbine operating off the region’s coast. This August, Brazil’s senate plans to vote on […]
Read more »Emerging Market Miracles: Few and Fleeting
August 27th, 2024
Via Emerging Markets Investor, a look at emerging markets: Much of the excitement that investors have for emerging markets is anchored in the idea that developing countries grow faster than the sclerotic rich countries of the West and that this growth brings opportunities for extraordinary portfolio returns. Unfortunately, this is largely wishful thinking, as the […]
Read more »Granular Look at Vietnam’s Development
August 27th, 2024
Via McKinsey, a granular look at Vietnam’s development journey A country level perspective of Vietnam can provide a good, general overview of what is taking place in the country—just imagine what a pixelated breakdown 230 times more granular could reveal. Such a granular deep dive is now available with a new dataset, Pixels of Progress, compiled by […]
Read more »Can An Egypt-Led Alliance Block Ethiopia’s Efforts To Secure Sea Access?
August 27th, 2024
Via the Addis Standard, commentary on the potential for an Egypt-led alliance stand in Ethiopia’s way of securing access to the sea: For scholars in the field of political science and international relations, the international realm is basically the realm of balance of power, where states continuously struggle for much power and sustainable peace. The […]
Read more »The Big Numbers India Needs to Hit 2047 Economic Target
August 27th, 2024
Via The Diplomat, a report on the ambitious economic goals Indian President Modi has set out and the narrow window of opportunity for India to get rich before getting old: When India’s prime minister Narendra Modi addressed the nation on Independence Day, August 15, he outlined an ambitious vision of “Viksit Bharat“ meaning “developed India.” The deadline […]
Read more »Scramble for Critical Minerals Spurs an African Rail Revival
August 27th, 2024
Courtesy of Bloomberg, another look at the critical mineral-enabled interest in African rail lines: Central African copperbelt forms heart of the logistics plans Years of neglect caused a $10 billion maintenance backlog Southern Africa’s railways are suddenly getting global attention and attracting billions of dollars in investment, with a race to secure copper supplies needed […]
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.