Archive for the ‘Uncategorized’ Category

Making Africa the Animation Capital of the World:

Via Next Billion, a look at Africa’s growing animation industry: Africa has an incredibly rich history in storytelling. In fact, the beginning of imaginative expression has been said to originate in Africa. Not only that, but storytelling has long been the basis of knowledge-sharing and learning on the continent, as stories were used to teach values […]

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The U.S. Can Counter China’s Control of Minerals for the Energy Transition

Courtesy of The New York Times, commentary on U.S. efforts to counter China’s control of strategic minerals: China recently rattled the world’s electric vehicle supply chains by announcing new export controls on graphite, a key component of lithium-ion batteries. If China uses the export controls, which take effect on Dec. 1, to reduce exports of […]

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US Launches Investment Network To Engage Private Sector in Africa Minerals Strategy

Courtesy of The Africa Report, an article on a public-private partnership that is the latest US initiative to try to reverse China’s dominance over the building blocks of the green energy revolution: The US government on Wednesday launched a new public-private partnership to try to enrol the corporate sector in its competition with China for […]

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The Stunning Resilience of Emerging Markets

Via Project Syndicate, a look at how – contrary to many analysts’ expectations – emerging markets have not spiraled into a debt crisis. This can be partly attributed to central banks’ decision to reject populist policy proposals in favor of a modern iteration of macroeconomic orthodoxy. As finance ministers and central bankers convened in Marrakesh […]

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What Can Go Wrong Investing In Africa?

Via Sydney Morning Herald, commentary on revoked permits, unstable regimes and insurgent attacks – what can go wrong investing in Africa? In recent months, the phrase “This is Africa” has become a viral meme shared among retail investors as an increasing number of ASX-listed mining companies fall victim to African sovereign risk. The meme, a […]

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The Fastest Growing Economies In 2024

Courtesy of Visual Capitalist, a graphical look at the fastest growing economies in 2024: Which countries will see the most economic growth in 2024? To answer this question, we’ve visualized GDP growth forecasts from the IMF’s October 2023 World Economic Outlook. Unsurprisingly, many of these countries are located in Asia and Sub-Saharan Africa—two of the world’s […]

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ABOUT
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.