Archive for September, 2024

China Spent Millions On A New Trade Route – Then A War Got In The Way

Via BBC, a report on the uncertain fate of China’s ambitious plan to connect its landlocked southwest to the Indian Ocean via Myanmar: “One village, two countries” used to be the tagline for Yinjing on China’s south-western edge. An old tourist sign boasts of a border with Myanmar made of just “bamboo fences, ditches and […]

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Near-Shoring Is Turning Eastern Europe Into The New China

Via The Economist, a report on how near-shoring is turning eastern Europe into the new China: The european union has tried hard lately to restrict Chinese imports. Yet this summer China made it easier to import one European product: Polish poultry. The gesture was economically insignificant. But it is part of a broader push by China […]

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New $90 Billion World Bank Plan to Electrify Africa Gets Underway

Via Bloomberg, an article on a new $90 Billion World Bank plan to electrify Africa: Mission 300 aims to bring electricity to 300 million Africans Rockefeller Foundation, GEAPP to help assess proposed projects A plan to bring electricity to 300 million Africans by 2030, backed by an initial pledge of $30 billion from the World Bank and […]

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Saudi Arabia’s New Brand Has New Myths

Saudi Arabia isn’t just physically transforming itself; the kingdom is also telling its people — and the world — a new story about itself in order to build a modern national identity as reported in Semfor: Expensive skyscrapers, shopping malls, and freeways are being carved out of the red-gold sands of the desert, as Saudi Arabia’s […]

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The Rise of VietJet, Explained

Via The Diplomat, an article on VietJet, the Vietnamese budget carrier which recently announced the acquisition of a $7.4 billion fleet of Airbus widebody aircraft: Low-cost Philippine airline Cebu Pacific recently announced it had signed a preliminary deal to acquire up to 152 new aircraft from Airbus at a cost of around $24 billion. It […]

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Gold-Rich Sudan Talks Mining With Russia as War Alliances Shift

Via Bloomberg, an article on Sudan: North African nation has been mired in conflict for 17 months US President Joe Biden has called for an end to the fighting Gold-rich Sudan discussed boosting cooperation in the mining sector with Russia, as Moscow strengthens ties with the North African nation’s military-led government amid a 17-month civil […]

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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.