Archive for the ‘Uncategorized’ Category

Africa To Become Battleground For Global Fuel Exporters

Via The Africa Report, a report on the growing competition amongst global fuel exporters in Africa: With refinery closures in Europe and competition from the Middle East and the US, exporters – including Nigeria’s Dangote Refinery – are looking for footholds across the continent. As Africa’s demand for petrol, diesel and fuel expands while that […]

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AI Chipmaker Nvidia Makes Strides in Africa

Via The Africa Report, a look at Nvidia’s growth in Africa: The Silicon Valley company is counting on its broad appeal to dominate a burgeoning African market and distance itself from Chinese rival Huawei. Nvidia, the world’s second-largest company by market capitalisation, is increasing partnerships with universities and innovation hubs across the continent. The American […]

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An Unpredictable America Looks More And More Like An Emerging Market

Courtesy of The Financial Times, commentary examining how an unpredictable America looks more and more like an emerging market: Last week, as the UN General Assembly met in New York, I moderated an event with a group of well-known economists and foreign affairs experts on the effects of the US election on the future of […]

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We Are All Global

Via Emerging World, an interesting commentary on how – from your morning coffee to your smartphone to every aspect of your daily life – global connections and dizzying supply chains fuel our lives. You are global – and getting more global by the day. You are global. I am not trying to flatter (or judge) […]

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The U.S. Has a Better Offer for Africa Than Debt

Via Foreign Policy, commentary on how the U.S. can be more strategic in its outreach to Africa given that Washington can’t outcompete Beijing-backed banks: This month, Chinese President Xi Jinping pledged more than $29 billion in new lending commitments at the triennial Forum on China-Africa Cooperation. Washington has once again misunderstood this as a symbol of Chinese economic strength. […]

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How Africa Became The World’s Largest Market For Guinness Beer

Alcohol brand Guinness might have its origins in Ireland, but today its biggest market is in Africa. Academic Jordanna Matlon has just released a paper studying how that came to be and, in particular, examined the role of advertising campaigns going back to late colonial times to understand how the brand was focused on shaping […]

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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.