Archive for December, 2024

China’s Faith in Djibouti is Paying Off, but Could Red Sea Crisis Muddy the Waters?

Via South China Morning Post, a report on China’s investment in Djibouti: China’s investment in Djibouti is finally beginning to pay off, but the Red Sea crisis has brought mixed feelings about the business outlook among some Chinese executives based in the tiny Horn of Africa nation. Djibouti has been a major East African investment destination for […]

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Brazil-China Partnership: Redefining the Belt and Road Initiative in Latin America

Via The Diplomat, a look at how Brazil’s calculated approach to the Belt and Road Initiative reflects the unique nature of Latin American politics: Ahead of Chinese President Xi Jinping’s state visit to Brazil in November, China reportedly pushed to have Brazil formally join the Belt and Road Initiative (BRI). Ultimately, Brazil’s government declined to sign […]

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A South American Waterway Becomes A Cocaine Superhighway — To Europe

Via The Washington Post, an article on a South American waterway that has become a cocaine superhighway to Europe: It was envisioned to be the Mississippi River of South America. The Paraguay-Paraná waterway runs about 2,100 miles, connects at least 150 ports in five countries and serves as the most important commercial river route on the […]

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The Philippines Has Built A Solid Runway For Economic Takeoff

Via Nikkei Asia, a look at how the Philippines can use India’s services exports as a blueprint for an AI-driven world: The Philippines has what it takes to become one of ASEAN’s leading economic performers in the next five years. In much the same way a rocket needs a sturdy launchpad, the country has built […]

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Mapping Africa’s Connections: Roads, Railways, Ports, and Infrastructure Projects

Via an interesting LinkedIn post from JG & Polo Infrastructure, a look at how Africa is experiencing a transformative era of infrastructure development, connecting regions like never before. From transcontinental highways to modern railways, mega ports, and bustling airports, these projects are laying the foundation for economic growth and integration across the continent. Here’s a […]

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Cooking With Gas: Equatorial Guinea’s Economic Overview 2025

Via The Business Year, a look at Equatorial Guinea, which has recently inked an agreement with Cameroon to jointly develop oil and gas fields on their border, such as the Yoyo and Yolanda fields, the Etinde gas field, and the Camen and Diega fields, but this has met with delays. Equatorial Guinea is the proverbial paradox […]

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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.