Archive for 2024

Vietnam’s Chip Shot: Dangling Incentives To Bolster Semiconductor Industry

Via Nikkei Asia, an article on Vietnam’s efforts to attract foreign semiconductor investment: Vietnam has pledged tax breaks and other perks to semiconductor companies that help to develop the sector in a Southeast Asian country that is taking on an increasingly crucial role amid the China-U.S. chip war. Hanoi’s national plan for chips will include […]

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Africa’s Biggest Gas Finds Hit by Political Turmoil and Debt Spirals

Via Bloomberg, a look at how Senegal has joined the group of African nations that have had energy hopes dashed, with oil finds weighing on their financial situations: The last thing Senegal needed in its long-drawn-out effort to capitalize on large oil and gas finds off its coast was political turmoil. Africa’s newest natural gas […]

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Pacific Nations Caught in China-U.S. Rivalry

Via Nikkei Asia, an article on Pacific nations caught in China-U.S. rivalry, with PNG aiming for stable relations with both, while Palau awaits Washington funding: Pacific island nations are seeking to balance emerging economic opportunities against the risks of being caught in the crossfire of U.S.-China rivalry, as geopolitical competition intensifies in the region. Ministers […]

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The New Great Game

Courtesy of The Wire China, a thoughtful commentary the ‘New Great Game’ with a particular look at the economic prowess of China: The world has changed. Over the past decade, we have witnessed a distinct shift toward a renewed competition between the great powers. The bipolar struggle between the U.S. and China is the new […]

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Saudi Investment Interest In India

Via Reuters, an article on Saudi Aramco’s investment interest in India: State oil giant Saudi Aramco is in investment discussions with companies in India, a senior executive said on Wednesday. “Hopefully we will see some announcements soon on investment in Indian companies,” Faisal Faqeer, senior vice-president, liquids to chemicals development, downstream, at Saudi Aramco, told […]

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New Railway From China Boosts Tourism In Laos’ Ancient Capital

Via Nikkei Asia, a report on the positive impact that a new railway in Laos is having upon tourism: In the scenic ancient capital of Luang Prabang, tucked away in the northern part of Laos, the local tourism industry is seeing a significant upswing thanks to an influx of Chinese tourists following the full opening […]

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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.