Archive for the ‘Uncategorized’ Category

From Big Oil To Big Shovel

Via Quartz, an article on how Big Oil veteran Exxon wants to become part of Big Shovel, joining other hydrocarbon giants in wanting to produce lithium, a crucial metal in electric vehicle batteries: ExxonMobil, a company feeding the very fossil fuel habit that the world is trying to kick, is now getting into the business […]

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Rise of Geopolitical Swing States

Via Goldman Sachs, interesting commentary on the growing importance of what they term “geopolitical swing states”, countries such as India, Brazil, UAE, Qatar, and Vietnam among others: Executive summary As the U.S. and China coexist, compete, and confront each other to determine who will set the geopolitical rules, they will either court or thwart an […]

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The Global Economy’s Future Depends on Africa

Courtesy of Foreign Affairs, an article on the importance of Africa to the world’s economic future:: In recent decades, the engine of the world economy has been the spectacular growth of China. From 1980 to 2020, fully one-quarter of the increase in global GDP was due to China’s growth, outstripping the contributions of the United […]

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Washington Should Reconsider Its Economic Gameplan in Africa

Courtesy of Foreign Policy, commentary on how China, India, and the Gulf countries have pursued a combination of trade and aid the United States can learn from: Under the Biden administration, the United States seems keen to reengage with Africa. U.S. Secretary of State Antony Blinken traveled to Ethiopia and Niger in March. Later that […]

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20 African Startups To Watch In 2023

Courtesy of The Africa Report, a ranking of 20 high potential African startups: Remember these names: In a few months, these companies will probably make headlines on news sites – specialised or not – on the continent, and perhaps beyond. To establish the list of the 20 startups to watch in 2023, we took the […]

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Paul Kagame, Crystal Ventures, and Rwanda’s New Economic Diplomacy

Courtesy of The Africa Report, a look at how – over the past two years – Rwanda has been aggressively expanding its businesses, including the commercial wing of President Paul Kagame’s party, Crystal Ventures, and its foreign-focused subsidiary, Macefield Ventures. These expansions have reached countries such as the Central African Republic, Mozambique (where the Rwandan […]

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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.