Archive for September, 2024

End of the Road: The World’s Poorest Countries Have experienced A Brutal Decade

Via The Economist, a look at why development in the world’s poorest countries has ground to a halt: There are now a billion fewer people subsisting on less than $2.15 a day than in 2000. Each year since the turn of the millennium, a cast of aid workers, bureaucrats and philanthropists, who often claim credit for […]

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Indonesia’s Just Energy Transition: Must Not Just Be More of the Same

Via the Wilson Center, commentary on Indonesia’s energy transition plans: While standing on the banks of the Mahakam River in Samarinda on the island of Borneo, I watched an unending parade of coal barges sail slowly down the river. I was here in East Kalimantan to give a presentation at the Vulnerable Deltas Workshop—a joint […]

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India Invested $200m In Bahrain Last Year

Via Zawya, a report that India is the sixth largest investor in Bahrain: INDIAN investments in Bahrain have reached $200 million from the first quarter of last year until the same period this year, reflecting a 15 per cent increase, according to a top diplomat. India is the sixth largest investor in Bahrain, said Indian […]

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Mimosas Under Threat: Why Orange Juice Has Never Been More Expensive

Via The Economist, a look at how the market for oranges used to make concentrate is, well, concentrated in nations such as Brazil, Mexico, Spain, and the United States: Mimosas have a simple recipe: one part champagne, one part orange juice. Soon, though, the tipple may be even less affordable—and not because sparkling wine is ever […]

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Zambia’s Plans For New Critical Minerals State Company Leave More Questions Than Answers

Via The Africa Report, a report on Zambia’s plans for a new critical minerals state company: Experts fear Zambia and Tanzania may scare off foreign investors by increasing state influence over critical minerals. Plans by Zambia to set up a new state-run company to control part of the country’s critical minerals production are raising concern among industry […]

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How The West’s Wellness Industry Is Driving Ethiopia’s Frankincense Trees Towards Extinction

Via The Guardian, a report on how western demand for the ancient fragrance is driving a lucrative race for the resin from Ethiopia’s trees but leaving little of the trade’s profit for those gathering it: In a busy corner of London, well-heeled shoppers and tourists browse a constellation of stores selling bottles and jars of […]

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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.