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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Saudi Arabia and Iran: The New Battle for the Middle East

Courtesy of Foreign Affairs, a detailed look at the clash of visions between Saudi Arabia and Iran: There are many Middle Eastern conflicts that could reshape the global political order. But the one most likely to do so is the battle between the region’s two dominant powers: the kingdom of Saudi Arabia and the Islamic […]

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Gold: Mined In Africa, Traded In Dubai, Profiting Warlords and Jihadists

Via The Economist, a look at Africa’s gold mining industry: “It keeps getting worse and worse,” sighs Camry Tagoe, an activist in Accra, the capital. “If you look at Google maps, Ghana has turned from green to brown.” Over the past month Mr Tagoe has helped organise protests across the city that call for an end […]

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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.