Archive for 2024

Chad’s Cash Cow Gum Arabic Fine?Tunes Its Future

Via The Africa Report, a report on Chad’s gum arabic industry: As the world’s second largest producer of acacia gum, Chad is benefitting from rising prices linked to the war in neighbouring Sudan. But to meet global demand for this essential raw material for the food and pharmaceutical industries, it needs to find ways to […]

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Foreign Investment Trends in Latin America

Via Geopolitical Futures, a report on FDI trends in Latin America, where FDI is in high demand, but most goes to just a few countries: Latin American countries remain trapped in a low-growth environment, hindered by economic volatility, high inequality and ineffective governance. As a result, many governments in the region are turning to foreign […]

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Unregistered Three-Wheelers: Antidote to Philippines Traffic

Via Rest of World, a look at how Filipinos are embracing electric three-wheelers faster than officials can regulate them Unregistered three-wheelers big enough for whole families are a popular antidote to the country’s terrible gridlock. The Philippines has been slow to adopt electric vehicles, with light EVs as the exception. Filipinos have embraced e-tricycles that […]

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Nobody’s Backyard: A Confident Central Asia

Via Carnegie, an article on how the decline of the United States’ influence in Eurasia and Russia’s aggression against Ukraine have thrust the smaller nations of Central Asia into the global spotlight: Central Asia has faced seismic geopolitical shifts over the past few years. Major global crises—the deterioration of U.S. relations with China and ensuing […]

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The Gulf of Thailand: Next U.S.-China Flashpoint?

Via Nikkei Asia, a look at how Beijing’s backing of Cambodian infrastructure could alter regional balance of power: While geopolitical tensions between China and the U.S. have soared in the South China Sea and Taiwan Strait, raising serious fears of war, another important body of water in the Indo-Pacific — the Gulf of Thailand — […]

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As China Buys Less Oil, Angola Struggles To Repay Debt

Via Eurasia Review, a report on how – as China buys less oil – Angola struggles to repay its debt: Angola’s long-running financial relationship with China has been built on a simple equation: Angola would repay its growing Chinese debt with oil, a strategy that became known as the Angola Model. The strategy is faltering, […]

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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.