Archive for the ‘Countries’ Category

India: World’s Next Food Superpower

Via The Economist, a look at how farming in India should and could transition towards profits and productivity, away from poverty: For years the Araku Valley, deep in the mountains on India’s east coast, was mired in poverty and rocked by Maoist violence. The government classifies most of its inhabitants as “particularly vulnerable tribal groups”; for […]

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From Russian Ladas to Chinese BYDs: Central Asia’s Changing Priorities

Via The Diplomat, an article on Beijing’s efforts to steadily draw Central Asia into its orbit and away from Russia’s traditional sphere of influence: Chinese President Xi Jinping’s state visit to Kazakhstan and participation in the 24th Meeting of the Council of Heads of State of the Shanghai Cooperation Organization (SCO) on July 2-4, 2024, marked a […]

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Indonesia’s EV Drive Faces Geopolitical Headwinds

Via Nikkei Asia, a look at how Jakarta is betting big on producing electric vehicles, but so are much larger powers: Indonesia is determined to capitalize on the green industries of tomorrow, but its path to success is being complicated by the reemergence of industrial policy and economic protectionism. The recent imposition of tariffs by the U.S. […]

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Too Hot To Handle: How Orano is Fighting to Keep Its Last Uranium Mine in Niger

Courtesy of The Africa Report, an article on how Orano is fighting to keep its last uranium mine in Niger: The French nuclear group, having just lost its operating permit for the Imouraren project, faces difficulties with SOMAIR in the Arlit mining complex, in its latest standoff with the Nigerien junta. The French group Orano (formerly Areva) […]

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Rise of Chinese Surveillance Tech in Africa: Development or Espionage?

Courtesy of The Africa Report, commentary on the growing deployment of Chinese CCTV equipment in African cities: Chinese technology companies like Huawei and ZTE are contributing to smart city development on the continent, but analysts warn that their tools provide authoritarian governments with the means to spy on citizens and promote repression. More than a […]

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Diversifying Investment in Indonesia’s Mining Sector

Via CSIS, a report on Indonesia’s mining sector: Indonesia is the world’s largest nickel producer and produces significant quantities of copper, cobalt, tin, and gold. In 2023, mining contributed to 11.9 percent of Indonesia’s gross domestic product. Over the last 15 years, Indonesia has imposed—and at times loosened—bans on raw resource exports and local ownership requirements. While […]

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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.