Archive for September, 2024

How China Looms Over Palau’s Economy

Via the Australian Strategic Policy Institute, an article on how giant China looms over tiny Palau’s economy: Palau is finding itself increasingly entangled in China’s economic web—in many cases, it seems, because Beijing is controlling investment and business links with the strategically critical Pacific nation of 18,000 people. Beijing is using tactics such as creating […]

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The $1.7 Billion Takeover Brawl Fueled by a Fear of China

Courtesy of the Wall Street Journal, a report on how concerns about Beijing’s mineral-resources dominance hang over a deal to control the world’s largest zinc smelter: It is a bruising ownership fight in South Korea over the world’s largest zinc smelter. Fueling the dispute: fears the company could one day fall into China’s hands. On […]

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Japanese Ice Cream Maker Targets ASEAN with Malaysian Halal Creamery

Via Nikkei Asia, an interesting look at how emerging markets have changed global trade and industry.  In this case, a Japanese firm envisions Malaysia as an export hub to the rest of Southeast Asia: Japanese ice cream and confectionery purveyor Imuraya Group looks to leverage a halal-certified production facility in Malaysia to market to Muslim […]

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Why Is Joe Biden Going To Angola?

Via The Africa Report, commentary on why the U.S. President is going to Angola: The choice of Angola as Biden’s first trip to Africa as president underlines how important the Lobito Corridor is for the US to counter China. Biden’s October 13-15 visit, which comes just months before his term ends, will centre on a […]

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Turkmenistan Eyes Pakistan’s Gwadar Port for Trade Expansion

Via The Diplomat, a look at how Ashgabat could hesitate to fully commit to the Gwadar project, given the dire security situation in Balochistan and regional security challenges: Turkmenistan is poised to sign a memorandum of understanding (MoU) with Pakistan on accessing Gwadar Port in southwestern Balochistan province. The deal marks a significant step for Turkmenistan, making […]

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This $2.4 Billion Lithium Mine Is Caught Between Russia and the West

Courtesy of the Wall Street Journal, an article on U.S. suspicion that Rio Tinto’s project in Serbia has been hit by a Russian disinformation campaign: This summer, tens of thousands of protesters in Serbia took to the streets to oppose a proposed lithium mine. Fueling the protests: suspected Russian disinformation. Russia is likely playing a […]

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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.