Author Archive

Inside Foxconn’s Struggle To Make iPhones In India

Via Rest of World, an interesting look at Foxconn’s efforts to make iPhones in India: When Chinese engineer Li Hai left the wintry cold of northern China and flew into the humid heat of Tamil Nadu in southern India, he had little idea what to expect. It was early 2023. Months before the trip, a […]

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Colombia Makes History at COP28

Via Global South Perspectives, a report on Colombia’s decision to formally join the bloc of nation-states seeking to negotiate a Fossil Fuel Non-Proliferation Treaty, the tenth country to call for an international treaty to phase out fossil fuels with a comprehensive just transition framework and the first major fossil fuel exporter to endorse the initiative: I’m getting […]

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Emerging Europe: Standout Emerging Market Region This Year

Courtesy of Schroders, commentary on emerging Europe, a bright spot in a challenging year for emerging markets: It has been a tough year for global emerging markets (EM) given a combination of strong US performance, and weak China performance. Dispersion of returns within the EM universe has been wide, and there have been winners and […]

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ACWA Power, PowerChina Break Ground on Green Hydrogen Plant in Uzbekistan

Via Ariana News Afghanistan, a report on the first green hydrogen plant in Central Asia: Saudi-listed ACWA Power and Chinese state-owned PowerChina have broken ground on the first green hydrogen plant in Central Asia, the companies said. The plant, in Uzbekistan, will produce 3,000 metric tons per year of green hydrogen and will be powered by […]

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Khorgos Gateway: The Building of a New Dubai in China

Via South China Morning Post, an illustrated look at Khorgos, the biggest dry port in the world: The Khorgos Gateway connects Kazakhstan to China by rail. Khorgos will soon enter the record books as home to the world’s biggest dry port. Perhaps appropriately, Khorgos occupies one of the furthest points on Earth from any ocean. […]

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East African Trade Bloc Welcomes Somalia

Via Geopolitical Futures, a look at Somalia’s entry into the East African Trade Bloc: Somalia’s accession to the East African Community marks a significant geopolitical shift, despite the country’s struggles with al-Shabab, environmental catastrophes, violent separatist movements and governance issues. The move promises to be mutually beneficial. To accept Somalia, the EAC – not for […]

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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.