Archive for the ‘Uncategorized’ Category

A Chinese Businessman on Doing Business Inside North Korea

Via The Diplomat, commentary from a Chinese businessman doing business inside North Korea: The land route between Hunchun in China and Najin-Sonbong in North Korea was recently reopened after being closed for close to three years due to the COVID-19 pandemic. The reopening has enabled Chinese business owners who built factories in Najin-Sonbong – but […]

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The Age of Energy Insecurity: How the Fight for Resources Is Upending Geopolitics

Courtesy of Foreign Affairs, a look at how the fight of resources is upending geopolitics: As recently as 18 months ago, many policymakers, academics, and pundits in the United States and Europe were waxing lyrical about the geopolitical benefits of the coming transition to cleaner, greener energy. They understood that the move away from a […]

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Will New Trade Policies Leave The Developing World Behind?

Via the Diplomatic Courier, commentary on whether developing countries are justifiably concerned the U.S. may turn its back on the multilateral trade regime: Developing countries are increasingly worried that the United States will turn its back on the multilateral trade regime. Amid rising geopolitical tensions, policymakers in lower- and middle-income countries fear that a breakdown […]

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Africa’s Streaming War Hinges On Local Content

Via Quartz, an interesting look at Africa’s streaming industry and growth potential: With streaming services today in a global race for eyeballs, market leaders such as Netflix, Disney Plus, and Amazon Prime Video have had to look beyond the borders of their home markets, especially with increased competition in North America and Europe. With rapidly increasing […]

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Zimbabwe National Railway: Way Off Track

Courtesy The Africa Report, an article on the decrepit nature of Zimbabwe’s national railway: For almost three decades Zimbabwe’s railway system has been in a comatose state. The effects of the demise of the National Railways of Zimbabwe (NRZ) are not only being felt by businesses that used rail transport for their raw materials, but by […]

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Africa: At The Heart Of The Global Energy Transition, Thanks To Its ‘Critical Minerals’

Courtesy of The Africa Report, a look at Africa’s critical role in the global energy transition: Shinkolobwe means nothing to most people, despite the fact this city of Katanga has changed the course of history. It was from a mine located near this city that the uranium for the American Manhattan atomic programme came. At […]

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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.