Author Archive

China’s Inner Mongolia: Energy and Minerals + Russian and Mongolia Links

Via the South China Morning Post, an article on China’s efforts to highlight Inner Mongolia: State Council’s first provincial-level high-quality development plan for the Inner Mongolia autonomous region focuses on ecology, energy, strategic minerals and border security Plan focuses on building the region, which shares its border with Russia and Mongolia, into an important shield […]

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China Got a Big Contract. Nepal Got Debt and a Pricey Airport.

Courtesy of The New York Times, a report on Nepal’s new airport at Pokhara, which insiders suggest revals the pitfalls of China’s infrastructure-at-any-cost model: On a sweltering June morning, the new international terminal at the airport in Pokhara, Nepal’s second-biggest city, roared to life with the arrival of a Sichuan Airlines flight from China. A […]

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As Belt and Road Forum Convenes, Time to Rethink Narratives on China’s Economic Coercion

Via The Diplomat, commentary on the need to rethink the usual narratives on Chinese economic coercion, and the related anxieties about its ability to weaponize trade, given that China hasn’t been particularly good at it: After a hiatus since 2019, Beijing will host its third Belt and Road Forum on October 17 and 18. China […]

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Tanzania Targets 10-Fold Increase in Indian Investment by 2025

Via Bloomberg, a report on Tanzania’s efforts to drive investment from India: African nation expects Indian investment to jump to $3 billion India became Tanzania’s biggest trading partner in 2022 Tanzania will target boosting investment from India, the East African nation’s biggest trading partner, by 10-fold in the next two years. The Tanzania Investment Centre […]

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Malaysia Courts New Data Centers In Bid To Become Next SE Asia Hub

Courtesy of Nikkei Asia, an article on Malaysia’s efforts – via cheap prices and tax breaks – to replicate neighboring Singapore’s success with data centers: With Singapore putting the brakes on new data centers, Malaysia is wooing investments with tax breaks and other perks to become the region’s next big data hub. Located a 30-minute […]

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Mark Mobius on the Middle East’s Emergence as a Hotspot for F&B Investment

Via Caterer Middle East, commentary from Mark Mobius on the Middle East’s emergence as a hotspot for F&B investment; The Middle East, particularly Saudi Arabia and the UAE, has rapidly transformed into one of the most dynamic and fastest-growing regions globally. When it comes to food and beverage (F&B), the Middle East and Africa food […]

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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.