Archive for November, 2025

After Gold and Diamonds, Russia Turns to Africa’s Trove of Fish

Via Bloomberg, a report on how Russia is competing for influence – and money – in diverse, yet depleted waters: The Great African Expedition launched from the Baltic port of Kaliningrad in August 2024. An orchestra played “When the Saints Go Marching In” and a priest blessed the crews with holy water. Officials rang a […]

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Great Game Intensifies for Myanmar’s Kachin Rare Earths

Via the Asia Times, a look at how US-India cooperation in REE refining could give Kachin rebels controlling mines a strategic alternative to China In the global contest over critical minerals, Myanmar has emerged as an unlikely pivot. Rare earth elements (REE)—dysprosium, terbium, and others indispensable for magnets in wind turbines, electric vehicles, and advanced […]

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Angola’s Biggest Bank Accelerates Regional Expansion With DRC In Focus

Via The Africa Report, a look at Banco Angolano de Investimentos’s plans to accelerate regional expansion: Banco Angolano de Investimentos (BAI) plans to raise the share of loans to the private sector to about 40% as it backs Angola’s push to diversify the economy away from oil and gas. The timing is favourable. Angola is hosting […]

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Cuba: Heading For Disaster?

Via The Economist, a report on Cuba’s growing economic challenges: It is hard to fathom how ordinary Cubans nowadays manage to survive. The barest necessities of life cost far more than the official average monthly wage of 6,506 pesos (equivalent to $14.46 at the informal rate, which everyone goes by). Most professionals, such as doctors and […]

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How China Is Using Brazil to Reshape Power in the Americas

Via The Diplomat, commentary on how China is entrenching itself in the Brazilian industrial base and consumer economy, with implications for Chinese influence across the continent: China’s increasing economic footprint in Brazil, Latin America’s largest economy, is redefining the region’s balance of power. Once primarily a trading partner, China is now entrenching itself in the […]

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Azerbaijan: A Strategic Addition to the C5

Via The Frontier Post, a report on Azerbaijan: At a meeting in Tashkent, Uzbekistan, last Sunday, the leaders of the five Central Asian states — Kazakhstan, Uzbekistan, Turkmenistan, Kyrgyzstan and Tajikistan — made an important decision that could have geopolitical ramifications for Eurasia. At the Seventh Consultative Meeting of the Heads of State of Central […]

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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.