Archive for the ‘Uncategorized’ Category

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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The Capitalist Revolution Africa Needs

Via The Economist, a look at Africa’s economic future: In the coming years Africa will become more important than at any time in the modern era. Over the next decade its share of the world’s population is expected to reach 21%, up from 13% in 2000, 9% in 1950 and 11% in 1800. As the rest […]

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Mapping Africa’s Connections: Roads, Railways, Ports, and Infrastructure Projects

Via an interesting LinkedIn post from JG & Polo Infrastructure, a look at how Africa is experiencing a transformative era of infrastructure development, connecting regions like never before. From transcontinental highways to modern railways, mega ports, and bustling airports, these projects are laying the foundation for economic growth and integration across the continent. Here’s a […]

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Experts Consider US Approach to Africa’s Critical Minerals Under Trump

Via S&P Global, a report on potential US approaches to Africa’s critical minerals under Trump: HIGHLIGHTS Trump’s commitment to strengthening global critical mineral supply chains uncertain US International Development Finance Corporation helping to fund Lobito Corridor First Trump term saw several critical minerals investment instruments established As President-elect Donald Trump prepares to return to the […]

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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.