The G-20 Needs a Grand Bargain With the Global South
October 31st, 2024
Via Foreign Policy, commentary on how a revitalized group comprising the G-20 and Global South can act as a counterweight to BRICS: There’s been plenty of invective and grandiose ambitions at Vladimir Putin’s recent hosting of the BRICS summit in Kazan, Russia. But amid all the noise, is BRICS the future? Jim O’Neill, the Goldman Sachs […]
Read more »Responding To China’s Growing Influence On Ports In The Global South
October 31st, 2024
Via Center for Strategic and International Studies, commentary on how the West can respond to China’s growing influence on port infrastructure in the Global South: Port infrastructure around the world is critical to U.S. economic and military security. Although vitally important, it is an investment area where China is outpacing the United States. China now […]
Read more »Making Nickel Is A Nightmare. Unless You Are Indonesian
October 30th, 2024
Via The Economist, an article on how – gluts and shortages notwithstanding, Indonesia wants to double down on resource nationalism: Askim of this year’s nickel-market commentary reveals a “Darwinian” “existential moment” of “carnage”. Benchmark prices tumbled by as much as 72% from all-time highs in 2022. From Australia to Brazil, nickel mines and furnaces are being […]
Read more »South Korea Eyes Rich BRICS Road To Global South
October 29th, 2024
Via Asia Times, an article examining how, while South Korea’s alignment with US-led West precludes formal accession, its active engagement with BRICS will bolster its status in the emerging multipolar order: In 2024, the BRICS nations continue to consolidate their influence in the global arena, collectively accounting for over 40% of the world’s population and […]
Read more »JPMorgan Opens Offices in Kenya, Ivory Coast in Africa Push
October 29th, 2024
Via Bloomberg, a look at JPMorgan’s growing interest in Africa: US lender hires ex-central banker to run business in Kenya Ex-central banker Montet managed Kenya’s foreign reserves JPMorgan Chase & Co. opened representative offices in Kenya and Ivory Coast as part of an effort expand in east and west Africa. The biggest US bank has […]
Read more »Rare Earths and Rare Opportunities in Central Asia
October 29th, 2024
Via Geopolitical Futures, a look at Central Asia’s rare earths potential: Central Asia has become more geopolitically important lately – not just as the underbelly of its economically challenged and politically isolated neighbor, Russia, but also as a transit hub that links China to Europe and as a supplier of raw materials that will fuel […]
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.