Archive for the ‘Pakistan’ Category

Between Pakistan and Afghanistan, a Trade War With No End in Sight

Courtesy of the New York Times, a look at how – after deadly cross-border military clashes – the Pakistani and Afghan governments have locked their populations in a trade war threatening the livelihoods of millions: One of Peshawar’s largest markets in western Pakistan once bustled with thousands of Afghan-owned shops and carts, selling everything from […]

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The Taliban Emirate, China, India and Pakistan

Via Geopolitical Futures, commentary on what attacking Pakistan means for the Taliban to try to break out of international isolation: After the United States withdrew from Afghanistan in 2021, it was only a matter of time before conflict erupted between the Afghan Taliban and their former patron, Pakistan. One of the ways this manifested was […]

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Pakistan: The Global Gold Boom’s $150B Final Frontier

Via The Economist, a report on a Pakistani mining project fraught with risk: In late September Shehbaz Sharif, Pakistan’s prime minister, and Field Marshal Asim Munir, its military head, had a meeting with President Donald Trump in the Oval Office. It was an unusual gathering. No media were present, nor was a statement issued. The only […]

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Pasni Port Deal Would Pivot Pakistan from China to US

Via Asia Times, an article examining how a Pakistan proposal for US role at port would undercut China’s CPEC while giving America access to bounty of critical minerals: Pakistan’s reported proposal to grant the United States a development and management role at Pasni port, as reported by the Financial Times, marks one of the most consequential geopolitical […]

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Canadian Barrick Gold’s Gamble in Balochistan Meets a Violent Insurgency

Via The Diplomat, a look at how the dream of reopening Reko Diq meets a harsh reality on the ground: a worsening insurgency and continued political instability. When Canadian mining giant Barrick Gold contracted a long-awaited deal in 2022 with the government of Pakistan to revive the Reko Diq copper and gold project in Pakistan’s […]

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CPEC’s Security and Connectivity Mission

Via Modern Diplomacy, a look at how the CPEC has evolved beyond its original infrastructure focus into a comprehensive strategy poised to transform Pakistan’s economy and promote regional integration: The China-Pakistan Economic Corridor (CPEC) has evolved beyond its original infrastructure focus into a comprehensive strategy poised to transform Pakistan’s economy and promote regional integration. This is a strategic shift, which […]

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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.