Archive for 2024

China Shifts Latin America Investment to Compete with West

Courtesy of The Financial Times, a look at how China has been shifting its Latin America investment away from costly infrastructure to focus on technology, renewables and critical minerals to compete with the West: China has shifted its investments in Latin America towards strategic sectors such as critical minerals, technology and renewable energy as it challenges […]

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Bangladesh: Blue Economy Potential

Via The Daily Star, commentary on Bangladesh’s blue economy potential: In 2012, Bangladesh and Myanmar resolved their maritime boundary disputes at an international tribunal. The International Tribunal for the Law of the Sea awarded Bangladesh a 12-mile territorial sea around St Martin’s Island, overruling Myanmar’s argument that it should be divided in half. On the […]

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Congo and China Talking $7 Billion in Finance

Via Bloomberg, a report on discussions between DRC and China: Money part of renegotiated minerals-for-infrastructure deal Tshisekedi spoke in inaugural address in capital, Kinshasa China and Democratic Republic of Congo are discussing $7 billion in financing as part of a renegotiated minerals-for-infrastructure deal, President Felix Tshisekedi said Saturday at his second inaugural address in the capital, Kinshasa. […]

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Coca-Cola Will Invest $1 Billion Annually In India To “Seize the Moment”

Via Quartz, an article on Coca-Cola’s investment plans in India: “India has already seized the moment,” Hardeep Singh Puri, India’s minister of petroleum and natural Gas and minister of housing and urban affairs, declared during a World Economic Forum (WEF) panel Thursday. Coca-Cola James Quincey concurred. “The Indian government has seized the moment,” Quincey said on a […]

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Daikin Bets on Africa with New Production Sites in Nigeria and Algeria

Via Nikkei Asia, an article on one Japanese company’s revised strategy to compete with LG and Gree in Africa: Daikin Industries is bolstering its supply chain for home air conditioners in Africa, recently setting up a manufacturing site in Nigeria while also preparing to produce products in Algeria. The company had been expanding in Africa […]

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Saudi Arabia’s Mining Push Is a Challenge for Everyone Else

Via Bloomberg, a look at how the kingdom’s emergence will make it even harder for the US and Europe to secure access to commodities: Saudi Arabia’s plunge into the world of mining has caught the industry’s attention as the nation prepares to deploy vast amounts of capital to diversify away from oil and gas. The kingdom […]

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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.