Archive for January, 2025

Western Internet Giants Being Outplayed In Global South

Via The Economist, a look at how – from e-commerce to online banking – competitors in the Global South are innovating rapidly: It is unusual for Amazon, the world’s biggest e-emporium, to be playing catch-up in its own industry. Yet that is exactly what it is doing in India, where last month it began piloting a […]

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US Doubles Down in Côte d’Ivoire as France Pulls Out

Courtesy of The Africa Report, a look at how the West African nation of Côte d’Ivoire is emerging as a regional hub for American investment as former colonial power France exits: Move over, France. As Côte d’Ivoire’s relations with its former colonial master have continued to deteriorate, culminating with last week’s decision to expel the 600 French […]

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Indonesia Nearly Has A Monopoly On Nickel. What Next?

Via The Economist, an article on Indonesia’s nickel sector and desire to creat e an electric car supply chain: In 1996 Tommy Suharto, the youngest son of Indonesia’s dictator, set out to build the Timor, a national car. The plan was to import models manufactured by Kia Motors, a South Korean carmaker, and rebrand them. […]

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Africa: Too Many Businesses, Too Little Business

Via The Economist, commentary on Africa’s business structure: African policymakers love to champion their continent’s entrepreneurs. For Paul Kagame, Rwanda’s president, small and medium enterprises are the “backbone of Africa’s economy”. “We must support the youth to go beyond looking for jobs,” says Akinwumi Adesina, the head of the African Development Bank (afdb). Such bigwigs like […]

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The Capitalist Revolution Africa Needs

Via The Economist, a look at Africa’s economic future: In the coming years Africa will become more important than at any time in the modern era. Over the next decade its share of the world’s population is expected to reach 21%, up from 13% in 2000, 9% in 1950 and 11% in 1800. As the rest […]

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China, Congo Draw up a Road Map for Xi Jinping’s US$50 Billion Africa Investment Pledge

Via South China Morning Post, a report on China’s planned US$50B Africa investment pledge: China and the Republic of Congo, also known as Congo-Brazzaville, have formulated “a timetable and road map” for how President Xi Jinping’s US$50 billion funding commitment will go into African infrastructure projects over the next three years. Chinese Foreign Minister Wang Yi, made […]

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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.