Africa Can’t Prosper Without Regional Trade
May 26th, 2024
Via Project Syndicate, commentary on how strengthening the trade between African countries is a necessary first step toward equipping the continent to engage with the world economy on its own terms. For too long, Africa has been trading with others on terms that ensure its place at the bottom of the global value chain: Despite […]
Read more »Billions of Low and Middle-Income Consumers Represent Trillions in Impact Investment Opportunities
May 22nd, 2024
Via ImpactAlpha, a report on the billions of low and middle-income consumers that represent trillions in impact investment opportunities: Off-grid solar companies were once dependent on grants and highly-concessional capital to prove that low-income and energy-disconnected households make good and reliable business customers. Now early movers like Sun King are securitizing their customers’ payments to […]
Read more »Rwanda’s Homegrown EV Leader Sets its Sights on Kenya
May 18th, 2024
Via Rest of World, a report on Rwanda’s homegrown EV leader’s aims to replicate its small-market success in East Africa’s largest economy: With a 70% market share, Ampersand is Rwanda’s biggest EV manufacturer. Friendly government policies and partnerships with financing companies have helped the company grow. After Kenya, the company also has plans to expand […]
Read more »Trade Pact Would Be Bonanza For Africa: If It Can Be Made To Work
May 15th, 2024
Via The Washington Post, commentary on the AfCFTA which would go a long way toward fulfilling the dream of a united continent. The United States, Mexico and Canada trade with one another under a pact that replaced the long-standing North American Free Trade Agreement, or NAFTA. The Europeans have their single market and common currency. Southeast […]
Read more »Infrastructure Is Remaking Geopolitics
May 10th, 2024
Courtesy of Foreign Affairs, a look at how infrastructure is remaking geopolitics: Falling water levels in Panama’s Gatún Lake. A cyberattack on a payment platform. An earthquake disrupting silicon-chip production in Taiwan. Elon Musk deciding which countries have access to the Internet. At first glance, these things have nothing in common other than their recent […]
Read more »The World’s Fastest Growing Emerging Markets (2024-2029 Forecast)
May 6th, 2024
Via the Visual Capitalist, an interesting graphical look at the world’s fastest growing emerging markets (2024-2029): Large emerging markets are forecast to play a greater role in powering global economic growth in the future, driven by demographic shifts and a growing consumer class. At the same time, many smaller nations are projected to see their […]
Read more »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.