Archive for 2024

How Far Can Rwanda’s Economic Miracle Go?

Courtesy of The Africa Report, a look at Rwanda’s economic potential: Sustained growth, massive investment, significant improvements in living standards… The Rwandan model commands respect. But the burden of debt and the preeminence of the public sector over the private sector could threaten its long-term viability. Thirty years ago, the Tutsi genocide destroyed Rwanda. Beyond the […]

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The Horn Of Africa States: Conflict, Crises, And Capitalism

Via Eurasia Review, commentary on the Horn of Africa: It is quite clear that there is an intense almost cut-throat competition for the Horn of Africa States region lately, involving major, middle and even regional powers. This is no longer ideological as was in the past between capitalism and communism but economic and access to […]

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Could Supply Chain Security Take U.S. Firms to Africa?

Via Heritage Foundation, commentary on how the need to develop supply chain security is attracting U.S. firms to Africa: KEY TAKEAWAYS Beginning in August, China will levy export controls on two critical minerals: gallium and geranium. These metals are essential to semiconductor technology. Today, Nigeria, Ghana, and South Africa are reliable investment destinations, plus Morocco […]

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Is Nairobi Dying?

Via The Elephant, commentary on how poor leadership, out-of-control construction and lack of planning are threatening the future of Kenya’s capital city: The announcement by Nairobi County governor Johnson Sakaja that he plans to build a nightclub in Uhuru Park, Nairobi’s most iconic public space, has left many Nairobians wondering whether this will be the final nail […]

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The Luzon Economic Corridor: A Badly-Needed Win For the US in Southeast Asia?

Via The Diplomat, a look at the Luzon Economic Corridor proof of concept for the G-7’s Partnership for Global Infrastructure and Investment in the northern Philippines: Among the outcomes of the inaugural U.S.-Japan-Philippines trilateral summit on April 11, arguably the most significant was the announcement of the Luzon Economic Corridor. Even a cursory glance hints at […]

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Sand to Sea: Aramco’s Earnings Are Helping The Saudi Kingdom Shake Up The Global Economy

Courtesy of Fortune Magazine, a look at how the oil earnings of Saudi Aramco, the world’s most profitable company, are helping the Saudi monarchy shake up the global economic order: For generations, the city of Cannes in the South of France has been famous for its glitzy film festival, where the world’s movie stars strut […]

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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.