Archive for October, 2024

Kenya: Looks To Become A Semiconductor Manufacturing Player

Via The Diplomatic Courier, an article on Kenya’s semiconductor ambitions: Kenya is the leader in Africa when it comes to manufacturing semiconductors, and given Africa regularly exports critical minerals for semiconductor production, Kenya and its trade partners could reap great benefits through expanded manufacturing capacity. To date, Kenya has struggled to attract enough investment to […]

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Brazil Edges Closer To China’s Belt and Road. Why Now?

Via Dialogue Earth, a look at how signals from Brasília suggest the country may finally sign up to the Chinese initiative, as Lula’s government weighs up economic benefits, infrastructure goals and strategic gains: As China’s Belt and Road Initiative enters its second decade, the country appears on the verge of persuading Brazil to make the significant […]

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To Protect Itself From Disaster, This Country’s Leaning On An Unusual Source of Cash

Courtesy of The Washington Post, a report on how Dominica is using revenue from its citizenship-by-investment program to fund its ambitious plans to become more resilient against hurricanes in the Caribbean: After a Category 5 hurricane barreled through seven years ago, dumping 23 inches of water, shearing the roofs from homes, this Caribbean nation vowed […]

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Blurred Boundaries: The Role of Chinese Companies in CCP Policy

Via The Diplomat, a report on ow China’s advancement in the Central American region has largely been through Chinese companies – ones that are not usually considered among the main bearers of the CCP’s global influence: In July 2024, a joint investigation between The New York Times and The Wire China revealed the connections between Xiao Jianhua, […]

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Oracle to Invest $6.5 Billion in AI and Cloud Infrastructure in Malaysia

Via Morningstar, a report on Oracle’s Malaysian investment plans: Oracle Corp. plans to invest more than $6.5 billion to establish a public cloud region in Malaysia, aiming to meet the country’s growing demand for artificial intelligence and cloud services. The investment will allow Malaysian businesses to leverage AI infrastructure and services, and migrate mission-critical workloads […]

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An Unpredictable America Looks More And More Like An Emerging Market

Courtesy of The Financial Times, commentary examining how an unpredictable America looks more and more like an emerging market: Last week, as the UN General Assembly met in New York, I moderated an event with a group of well-known economists and foreign affairs experts on the effects of the US election on the future of […]

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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.