Author Archive

Africa To Become Battleground For Global Fuel Exporters

Via The Africa Report, a report on the growing competition amongst global fuel exporters in Africa: With refinery closures in Europe and competition from the Middle East and the US, exporters – including Nigeria’s Dangote Refinery – are looking for footholds across the continent. As Africa’s demand for petrol, diesel and fuel expands while that […]

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The Political Economy Of Vietnam’s North-South High-Speed Rail Project

Via Eurasia Review, analysis of the Vietnam’s North-South high-speed rail project: Vietnam has had to struggle to develop an efficient railway system due to financial and technical constraints. In 2010, then-Prime Minister Nguyen Tan Dung proposed an ambitious plan to build a 1,500km high-speed rail (HSR) which would connect the two economic centres, Hanoi and […]

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Surf’s Up: Riding The Waves In Ghana

Courtesy of The Financial Times, a report on a new surfing community and industry arising in Busua a tiny fishing village in Ghana. Can they go global? Busua is a small fishing village in south-western Ghana. A six-hour drive from Accra, “it’s a place where you feel totally disconnected from the town”, says Sandy Alibo, […]

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BRICS Keep Growing In A Multipolar World

Via Geopolitical Economy, commentary on the recent BRICS held a summit in Kazan, Russia in October 2024, where it expanded with 13 “partner nations”, after adding four new members. These are the most important takeaways from the historic meeting: The Global South-led organization BRICS is growing. More and more countries support the group’s mission: to […]

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Johor and Malaysia’s Data Center Boom 

Via The Diplomat, a report on the massive ramp-up in Malaysian data centers which is attracting foreign investment, but infrastructure challenges persists: Due to the ongoing China-U.S. geopolitical tensions, many Chinese big tech companies have looked to expand their digital infrastructure in Southeast Asia given its proximity and relatively affordable land and resources.  Johor Bahru, […]

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China Offers Taliban Tariff-Free Trade, Inches Closer To Regime

Via Nikkei Asia, an article on the Taliban efforts to find foreign investors willing to help it diversify its economy and profit from its mineral wealth, but Afghanistan exported no commodities to China last year: China will offer the Taliban tariff-free access to its vast construction, energy and consumer sectors, Beijing’s envoy to Afghanistan said […]

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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.