Archive for the ‘Uncategorized’ Category

How Trump and Biden’s Focus on Minerals Became Core to U.S. Foreign Policy

Courtesy of the New York Times, a look at how President Trump has turned to high-pressure tactics to acquire critical minerals: President Trump’s intense interest in Ukraine’s minerals seemed to come from out of the blue. He dispatched his Treasury secretary to Kyiv this month to negotiate with Ukraine’s leader, then began ratcheting up the pressure publicly in what […]

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Airtel, Orange, MTN: Who will lead Africa’s mobile internet race?

Via The Africa Report, a look at Africa’s mobile internet market: With a penetration rate of nearly 30%, the continent represents a rapidly growing market where competition is as fierce as the prospects are promising. We offer a comprehensive analysis in infographics. It is a colossal market that is constantly expanding. With a reach of […]

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The Aga Khan’s African Investment Legacy

Via The Africa Report, an article on what investments Prince Rahim Al?Hussaini will inherit: From energy to manufacturing, and media to agriculture, the Aga Khan’s investments in Africa extend well beyond philanthropy. On 4 February, Aga Khan IV passed away. His successor, Prince Rahim Al-Hussaini, now steps into the role as the new Aga Khan, tasked […]

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Cook Islands’ ‘Strategic’ Deal with China Angers New Zealand

Via The Financial Times, an article on China’s recent agreement with the south Pacific archipelago that deepens concerns about Beijing’s influence in region: The Cook Islands will this week sign a strategic agreement with China, in a move that has rattled the south Pacific country’s traditional partner New Zealand and deepened concerns about Beijing’s influence […]

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Chinese Cement Firms Challenge Dangote and PPC for Slice of African Market

Via The Africa Report, an article on how Chinese cement firms are challenging Dangote and PPC for slice of the African market: With demand shrinking at home, Chinese cement giants, including West China Cement and Huaxin, are aggressively expanding into Africa. Plagued by headwinds at home, several cement makers in China – the world’s largest […]

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Africa: Too Many Businesses, Too Little Business

Via The Economist, commentary on Africa’s business structure: African policymakers love to champion their continent’s entrepreneurs. For Paul Kagame, Rwanda’s president, small and medium enterprises are the “backbone of Africa’s economy”. “We must support the youth to go beyond looking for jobs,” says Akinwumi Adesina, the head of the African Development Bank (afdb). Such bigwigs like […]

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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.