Archive for the ‘Kenya’ Category

The Horn Of Africa States: The Coming Danger To Its Blue Economy

Via Eurasia Review, commentary on the proposed East African Federation: The East African Federation is a proposition on the table. It is to be a union of the eight EAC members and any other member that would join it in the future into a single federated sovereign state. The current members include in Alphabetical order […]

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African Coastal Nations See Opportunities While Landlocked Pay The Price

Via The East African, an article on the opportunities seen by African coastal nations: Summary UNCTAD says long distances to the sea, poor road or railway have left these countries “with far higher bills to import and export goods by road and rail. In many places, poor infrastructure and border bureaucracy add time, cost and […]

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China’s Fishing Fleet: Causing Havoc Off Africa’s Coasts

Courtesy of The Economist, a report on the economic and environmental impact of China’s overseas fishing fleets: “The foreman woke us up by hitting us,” said the sailor. For the next 20 hours, on a typical day, the bleary-eyed crew would be hauling up fishing nets. If sharks got entangled they would hack off their fins, […]

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Top Emerging Markets for Investment in 2024

Via Visual Capitalist, an interesting graphical look at the top emerging markets in 2024: Foreign direct investment (FDI) refers to the investment made by individuals, companies, or entities from one country into businesses, assets, or ventures located in another country. FDI plays a pivotal role in global economic development, as it facilitates capital flows, fosters […]

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BlackRock Says World-Beating Kenyan Stocks Still Offer Value

Via Bloomberg, a report on Kenya’s stockmarket: Economic policy is providing foundation for stock rally All-share index has rallied 48% in dollar terms this year BlackRock Inc., the world’s biggest asset manager, sees an opportunity to invest in Kenyan stocks, which have gone from the world’s worst performers in 2023 to the best this year. […]

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Candy Crush: Crushing It In Africa

Courtesy of Semafor, interesting analysis of a recent survey on video games in Africa: I’ve been digging into a survey on video game players across Africa, by Geopoll/Pan Africa Gaming Group, looking for nuggets. It’s a sector which is still in its early stages of development on the continent and has very little analytical coverage. […]

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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.