Archive for the ‘Uncategorized’ Category

Emerging Markets: Holding Reins of Future Growth and Future of Multilateralism

Via the IMF, commentary on how emerging markets hold both the reins of future growth and the keys to the future of multilateralism: As advanced economies turn increasingly inward, emerging markets have an important stake in the defense against global economic fragmentation.  Having grown in both size and global economic stature—on the back of greater […]

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A New Corporate Playbook for Navigating Political Uncertainty in Latin America

Via Harvard Business Review, commentary on how companies operating in Latin America and the Caribbean are facing a dynamic and increasingly complex political landscape: In October 2023, First Quantum, operator of one of the world’s largest open-pit copper mines, suffered a major setback as it tried to negotiate a new contract with the government of […]

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Grab Built Its Own Map in Southeast Asia, and Is Now Going After Google  

Via Rest of World, a look at how Grab – the Asian super app – uses its own drivers and cameras to create hyperlocal maps in eight countries: Grab began mapping locations because Google Maps and Here were inadequate for its drivers’ needs. It has trained drivers to use its own cameras to map streets […]

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What A Shuttered Quarry Says About Mexico’s Investment Climate

Courtesy of The Financial Times, a report on how the forced closure of a US-owned site in Yucatán says about Mexico’s investment climate: The closure of a large US-owned limestone quarry in Mexico has jolted investors and the world’s largest bilateral trade relationship, in a case seen as a thermometer for the political and legal […]

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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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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.