Pakistan Rides China’s Donkey Demand To Rev Up Economy
February 18th, 2025
Via Nikkei Asia, a report on Pakistan’s growing donkey export economy with China: Pakistan’s Gwadar port was heralded as the next Singapore when it opened for business more than a decade ago. But the China-funded site has failed to emerge as a commercial hub, underscored by a brand-new international airport that sits nearly empty. Now, […]
Read more »Has West Africa Become ‘Un-Investable’?
February 17th, 2025
Via The Assay, a look at whether West Africa has become uninvestable: Despite gold being among the best-performing asset classes in 2024, the gold equity exchange-traded funds (ETFs), for major precious metal producers, (GDXJ +13% and GDX +9%) did not deliver the expected leverage. Among a peer group of 17 gold mining companies, IAMGold Corp. […]
Read more »The Growing Pains of Asia’s Newest Country: East Timor
February 16th, 2025
Courtesy of the New Y ork Times, a report on East Timor which has become a stable democracy after securing independence in 2002, but its finances are precarious, and nearly half of its people live in poverty: Three decades ago, he was a scrappy campaigner roaming the world’s corridors of power with a dream to […]
Read more »ASEAN’s Tiger Economies Have Lost Their Roar
February 15th, 2025
Via Nikkei Asia, a look at how – with diverse national circumstances – Southeast Asia remains less than the sum of its parts: In the bubble years of the late 1980s, the appreciation of the Japanese yen sent a flood of investment from corporate Japan to the fast-growing economies of Southeast Asia. Matsushita, as Panasonic […]
Read more »Indonesia: The ‘OPEC’ of Nickel
February 15th, 2025
Courtesy of The Financial Times, a report on Indonesia and what it may do with its newfound power over a mineral that will be crucial for everything from prices to the future of mining investments: Just over a decade ago, Bahodopi, a remote district in eastern Indonesia, was a tangle of lush, tropical forest. There […]
Read more »Sudan Agrees To Deal For Russian Naval Base
February 15th, 2025
Courtesy of The Financial Times, a report on an agreement for a Russian naval base in Sudan: Sudan on Wednesday said it had agreed a deal for Russia to establish a naval base on the war-torn country’s Red Sea coast, marking a rare success for Moscow’s drive to expand its network of military bases in […]
Read more »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.