Author Archive

Cambodia Bets on BRI, But Should Also Count Costs

Via East Asia Forum, an article on Cambodia’s benefits and costs of being part of China’s BRI: China is Cambodia’s largest bilateral donor, lender, investor and trading partner. About a quarter of Cambodia’s total trade, a third of aid and two-fifths of foreign direct investment (FDI) and external debt involves China. Although Sino-Cambodian diplomatic and […]

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America Is Winning Against China in Oceania

Courtesy of Foreign Policy, analysis on why there may be less to Beijing’s security gains in the Pacific than meets the eye: April 20, 2022, was a dark day for the United States in Oceania. On that day, China signed its first-ever security agreement in the South Pacific, with the Solomon Islands authorizing Chinese navy […]

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Afghanistan Accepted Into China’s Belt & Road Initiative

Courtesy of Silk Road Briefing, an article on Afghanistan’s acceptance into China’s BRI: China and Pakistan have agreed to extend the Belt and Road Initiative into Afghanistan, potentially drawing in billions of dollars to fund infrastructure projects in the sanctions-hit country, according to Pakistan’s Foreign Ministry. The agreement was reached in Islamabad on Sunday (May […]

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The Strategic Partnership between Eritrea and Russia

Via Modern Diplomacy, a look at the growing partnership between Eritrea and Russia: In this extremely poor Eritrea nation located in the Horn of Africa, with a population 3.6 million, what factors could attract to strengthen cooperation in the spheres highlight by the Russian President Vladimir Putin during a meeting with President of the State […]

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How the Ukraine War Gave Venezuelan Oil an Opening

Courtesy of Geopolitical Futures, a report on how Caracas is taking advantage of a key opportunity to revive its energy sector: For years, the Venezuelan economy has been largely disconnected from Western markets. The war in Ukraine, however, initiated a sort of restructuring of the global energy market, sparking renewed interest in Venezuela’s potential as […]

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The DRC: World’s New No. 2 Copper Supplier

Via Bloomberg, a report on the DRC’s continued growth in copper production: The Democratic Republic of Congo displaced Peru as the second-biggest copper exporter last year, official data from the two countries show, in a changing of the guard for the mining industry. While the numbers used in the chart below refer to shipments rather […]

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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.