Archive for the ‘Uncategorized’ Category

Why Asia Is Winning The Race For Global Growth

Via abrdn, transcript of an interview with Robert Gilhooly, Senior Emerging Markets Economist at abrdn, about the drivers of global growth out to 2050. They discuss demographics, and why it is not always destiny, migration, urbanisation, the risks of the middle-income trap, and Asia’s growing share of the global economic pie. TRANSCRIPT Paul Diggle Hello […]

Read more »



Battle for India’s Skies

Courtesy of Afshin Molavi’s highly recommended Emerging World Week substack report, a look at India’s growing aviation sector: The battle for the Indian air traveler just got hotter. Budget carrier IndiGo — India’s largest airline — announced last week a blockbuster deal to buy 500 narrow body jets from Europe’s Airbus. The multi-billion dollar deal […]

Read more »



Oil and Gas Majors Step Up Efforts To Diversify Into Lithium

Courtesy of The Financial Times, a look at how oil and gas corporations are moving into lithium extraction: Oil and gas majors are stepping up efforts to break into lithium to diversify beyond fossil fuels as hopes rise over a technological breakthrough to produce the metal critical for electric car batteries. ExxonMobil, Schlumberger, Occidental Petroleum […]

Read more »



Women Entrepreneurs In Emerging Markets: A Trillion Dollar Opportunity

Via World Economic Forum, a report on the immense economic potential of women entrepreneurs in emerging markets: > Globally, women could add as much as $28 trillion, or 26% of global GDP, by 2025. > In emerging markets, women-owned and led companies are systematically overlooked and under-financed. > A strong business case exists for investing […]

Read more »



Africa: The Clean Energy Hub of the Future

Via TED, an interesting talk on Africa’s clean energy potential: Africa is perhaps the continent that needs least convincing about the clean energy opportunity for health, livelihoods and economy. As the fastest-growing, yet least-electrified continent on the globe most in need of power systems that can help fortify against the onslaught of climate shocks and […]

Read more »



Temasek Subsidiary May Back $150B Plan to Build 123 New Cities in Africa

Via Bloomberg, an article on an ambitious plan to build more than 100 cities in Africa: The African Union and a unit of Temasek Holdings Pte are considering backing a plan to develop as many as 123 new cities across Africa. The plan, developed by Cape Town-based Africa123, envisages the construction of the cities over […]

Read more »


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.