Archive for October, 2024

Johor and Malaysia’s Data Center Boom 

Via The Diplomat, a report on the massive ramp-up in Malaysian data centers which is attracting foreign investment, but infrastructure challenges persists: Due to the ongoing China-U.S. geopolitical tensions, many Chinese big tech companies have looked to expand their digital infrastructure in Southeast Asia given its proximity and relatively affordable land and resources.  Johor Bahru, […]

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China Offers Taliban Tariff-Free Trade, Inches Closer To Regime

Via Nikkei Asia, an article on the Taliban efforts to find foreign investors willing to help it diversify its economy and profit from its mineral wealth, but Afghanistan exported no commodities to China last year: China will offer the Taliban tariff-free access to its vast construction, energy and consumer sectors, Beijing’s envoy to Afghanistan said […]

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Djibouti’s Alleged Ties to Iranian Proxies Stir Global Concerns Amid Red Sea Crisis

Via Modern Diplomacy, a report on Djibouti’s support for Hamas, Hezbollah, the Houthis, and other Iranian-backed actors: Djibouti, a small but strategically significant country located at the southern entrance of the Red Sea, has been drawing attention over its support for Hamas, Hezbollah, the Houthis, and other Iranian-backed actors. Given its strategic location as a […]

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BRICS Runs Into a Wall

Via Geopolitical Futures, commentary on the latest BRICS summit in Russia which offered familiar refrains, but few concrete proposals: For leaders such as Vladimir Putin and Xi Jinping, the annual BRICS summit is an excellent opportunity to present a vision of a world in which the United States does not lead. And yet, each summit […]

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Vietnam’s VinFast Calls Philippines ‘Important’ For Its Global Expansion

Via Nikkei Asia, a report on VinFast’s interest in the Philippines: The Philippines and its relatively nascent electric vehicle market offer VinFast an important growth opportunity, the head of the Vietnamese automaker’s local unit said. VinFast, the automotive arm of the Vingroup conglomerate, formally entered the Philippines in June, signing contracts with four dealers, three […]

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Pakistan Struggles To Secure Gulf Investments Amid Economic Crises

Via East Asia Forum, an article on Pakistan’s struggle to secure Gulf investments amid economic crises: In Brief Pakistan is seeking investments from Saudi Arabia and the United Arab Emirates to mitigate its ongoing financial crisis. But attracting this critical Gulf capital requires substantial improvements in Pakistan’s investment climate. Successful investment attraction will depends on […]

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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.