Archive for 2024

Balance of Power Between African States and Mining Companies Is Tipping

Courtesy of The Africa Report, commentary that the balance of power between African states and mining companies is tipping: Across the African continent, growing political will and modernised legal frameworks are boosting countries’ negotiating power, but real domestication of value chains has a long way to go. In recent years, relations between African governments and […]

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Gelephu: The World’s First Mindfulness City Is in Bhutan

Courtesy of The Diplomat, an article on Gelephu, the city envisioned as Bhutan’s new economic hub and an opportunity to capitalize on the economic corridor linking South Asia to Southeast Asia: The Kingdom of Bhutan, world-renowned for creating the concept of Gross National Happiness (GNH) and for being the first carbon negative country, is now […]

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Vietnam’s Tech Worker Chinatown

Via Rest of World, a look at how – as Chinese manufacturers open shop in Vietnam – Bac Ninh has become a cultural hub with Chinese restaurants, bubble tea shops, and language centers: Chinese tech manufacturers are flocking to Vietnam to set up new factories following disruptive Covid-19 lockdowns and ongoing U.S.-China tensions. The influx […]

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Morocco: China’s New Eldorado for Electric Batteries?

Courtesy of The Africa Report, an article on China’s strategic interest in Morocco: Several Chinese groups announced intentions to make electric batteries in Morocco in 2023. The second in a four-part series looks at why Morocco is perfectly placed to profit from the latest EV developments being adopted by Tesla, Volkswagen and others. In August […]

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Mongolia on Brink of Mega Mining Deal with French Multinational

Via Energy Daily, a report that Mongolia is on the brink of mega uranium mining deal with a French multinational: Mongolia is close to reaching an agreement with French multinational nuclear company Orano to exploit a vast uranium mine, Prime Minister Luvsannamsrai Oyun-Erdene told AFP in Davos. French President Emmanuel Macron and his Mongolian counterpart […]

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Afghanistan: Critically Important Trade Route For Kazakhstan

Via The Diplomat, a report on Afghanistan’s market and its position as a trade route that can connect Central Asia to South Asian ports are critically important to Kazakhstan: As the global community experiences a turbulent and unpredictable period, Kazakhstan, alongside other countries, faces a range of challenges and risks. A timely reorientation and adjustment […]

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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.