Archive for the ‘Countries’ Category

Indonesia And China’s Trains

Via Eurasia Review, commentary on China’s significant investment presence in Indonesia: China’s huge leverage in Indonesia has impacted Indonesia’s economic development. Over a decade, China has never been absent as the main of Indonesia’s trading partner. In the Jokowi era, for example, the Chinese investment reached nearly US$8 billion by 2022. According to the Indonesia […]

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For First Time in Two Decades, U.S. Buys More From Mexico Than China

Via The New York Times, a report on data showing that the United States bought more goods from Mexico than China in 2023 for the first time in 20 years, evidence of how much global trade patterns have shifted: In the depths of the pandemic, as global supply chains buckled and the cost of shipping […]

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Fancy a Safari? African Countries On Hunt for Lion’s Share of Chinese Tourists

Via South China Morning Post, an article on African tour operators’ efforts to lure more Chinese tourists: After three years cut off from China’s sprawling pool of cash-strapped travellers, tourism operators in countries such as Tanzania are moving fast to lure them back However, Africa remains a niche travel destination, and there are abundant challenges […]

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DRC: Trafigura, Ivanhoe Sign Copper Export Deal via US-Backed Corridor

Courtesy of The Africa Report, an article on the recent announcement that two firms, Singapore-based Trafigura and Canada’s Ivanhoe Mines, signed a major deal to export copper along a US-backed rail route from Democratic Republic of Congo to Angola: Two firms, Singapore-based Trafigura and Canada’s Ivanhoe Mines, signed a major deal to export copper along […]

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Wall Street Shuns China for Asian Neighbor

Courtesy of Newsweek, an article on Wall Street’s growing transition towards India instead of China: Wall Street giants are betting on India’s future growth potential over China as Beijing’s economic performance falters. Investment bank Goldman Sachs and Morgan Stanley have endorsed New Delhi’s economic potential over China, Bloomberg reported on Tuesday. This realignment in global investment […]

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$5B Global Trade In Smuggled Fuel, Mostly From Russia

Courtesy of Bloomberg, a report on the estimated $5 billion trade in smuggled fuel — much of it coming from Russia: On a clear morning in September 2022, the Queen Majeda, a faded blue and white tanker loaded with marine gas oil worth more than $2 million, left the Libyan port of Benghazi and set off for Porto […]

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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.