From Togo to El Salvador: Every Platform Wants To Be A Super App
June 26th, 2021
Via Rest of World, an article on how – from Togo to El Salvador – real and wannabe super apps have proliferated across the world, aspiring to become the next WeChat or Alipay: “We were selling a dream.” That’s how Emeka Ajene and his co-founder Greg Costamagna described traipsing around the motorbike parks of Lomé, […]
Read more »Thriving Djibouti Benefits From Its Strategic Location
May 14th, 2021
Courtesy of The Financial Times, a report on Djibouti: At the top of a lighthouse in a deserted headland, Ali Hassan Ali points across the strait of Bab-el-Mandeb, to war-ravaged Yemen. Then, behind him, to war-torn Ethiopia. Then, to his right, at troubled Somalia. Finally, to his left at Eritrea, a dictatorship engaged in the […]
Read more »Sudan Opens For Business
May 8th, 2021
Courtesy of Project Syndicate, a look at how – after decades of strife and bloodshed – Sudan has made significant gains in the two years since its revolution, adopting important economic reforms and gradually rejoining the international community. Now, the country needs investment, and it has no shortage of profitable opportunities to offer: Investing in […]
Read more »Armenia As An Investment Destination
April 23rd, 2021
Via Nomad Capitalist, a look at Armenia as an investment destination: Dateline: Yerevan, Armenia The flight from Tbilisi this morning was a mere 27 minutes; little more than a picturesque climb followed by a descent. For years, I’ve been speaking of the benefits of investing in Georgia, and I’ve put my money where my mouth is, […]
Read more »Pro-Environment Politics Won’t Deter Demand for Greenland’s Resources
April 18th, 2021
Courtesy of STRATFOR (subscription required), an article on the race for Greenland’s mineral resources: The appointment of an environmentalist government will temporarily delay mining operations in Greenland. But a combination of economic needs, pressure from great powers and opportunities created by climate change will result in growing international competition to exploit the island’s natural resources. […]
Read more »Trouble With Emerged Markets?
April 5th, 2021
Courtesy of The Financial Times, interesting commentary on emerging markets which may not be as fast a growth story as people think: In 2016 I joined a group of professional investors who travelled to Bangladesh to study emerging markets. On leaving the exchange in Dhaka we had to squeeze past some people tending to a dead […]
Read more »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.