Archive for 2024

We Are All Global

Via Emerging World, an interesting commentary on how – from your morning coffee to your smartphone to every aspect of your daily life – global connections and dizzying supply chains fuel our lives. You are global – and getting more global by the day. You are global. I am not trying to flatter (or judge) […]

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Google To Invest $1B Into Thai Data Center, Cloud Infrastructure Sector

Via Nikkei Asia, a report on Google’s plan to invest in Thailand’s data center and cloud sector: Alphabet Inc.’s Google said on Monday it would invest $1 billion in Thailand to build a data center and cloud region to meet growing cloud demand and support artificial intelligence adoption in Southeast Asia. The investment would create […]

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India and China Eye Indian Ocean’s ‘Pearl’

Via The Diplomat, a report on the need for Sri Lanka’s new President Anura Kumara Dissanayake will have to strike a deft balance between two regional powers: The “Pearl of the Indian Ocean” – Sri Lanka – may yet become a bone of contention between India and China, following the September 21 presidential election that […]

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How China Looms Over Palau’s Economy

Via the Australian Strategic Policy Institute, an article on how giant China looms over tiny Palau’s economy: Palau is finding itself increasingly entangled in China’s economic web—in many cases, it seems, because Beijing is controlling investment and business links with the strategically critical Pacific nation of 18,000 people. Beijing is using tactics such as creating […]

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Japanese Ice Cream Maker Targets ASEAN with Malaysian Halal Creamery

Via Nikkei Asia, an interesting look at how emerging markets have changed global trade and industry.  In this case, a Japanese firm envisions Malaysia as an export hub to the rest of Southeast Asia: Japanese ice cream and confectionery purveyor Imuraya Group looks to leverage a halal-certified production facility in Malaysia to market to Muslim […]

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Why Is Joe Biden Going To Angola?

Via The Africa Report, commentary on why the U.S. President is going to Angola: The choice of Angola as Biden’s first trip to Africa as president underlines how important the Lobito Corridor is for the US to counter China. Biden’s October 13-15 visit, which comes just months before his term ends, will centre on a […]

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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.