Archive for the ‘Uncategorized’ Category

China Lags as Thailand, Russia Rank Top Emerging Market Picks

Via Bloomberg, an article on emerging market projections for 2021: Thailand and Russia are well placed to be among the emerging-market standouts that could beat expectations next year. That’s according to a Bloomberg study of 17 developing markets gauging their outlook for 2021 based on 11 indicators of economic and financial performance. Thailand topped the […]

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Sun Setting On Timor-Leste’s Pipe Dream

Via The Asia Times, a report on Timor Leste where the Greater Sunrise gas field was supposed to lift the young nation out of poverty but that once hopeful vision is now dissipating: It was a bit rich for a leader who, less than five years ago, was personally stirring up a 10,000-strong crowd in protest […]

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Papua New Guinea and Timor-Leste: Australia’s Struggling Neighbours

Via Future Directions International, a report on Papua New Guinea and Timor-Leste: With the COVID-19 pandemic causing havoc in economies across the globe, smaller countries that were already struggling before the crisis now face looming obstacles. While both Papua New Guinea and Timor-Leste have been relatively untouched by the pandemic itself, the virus has had […]

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Investing in African Logistics

Via Project Syndicate, commentary on how Africa – without more advanced logistics and infrastructure – will struggle to deliver essential supplies safely: As the COVID-19 crisis has escalated, stay-at-home orders have led to a surge in online purchases – of everything from groceries to medicines to household essentials – by consumers in the advanced economies. […]

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Africa: The Last Frontier For Global Growth?

Via Project Syndicate, a report on Africa’s potential which – if the continent sustains and accelerates structural reforms over the next half-century – some believe can emulate China’s rapid rise of the last 50 years: Africa today accounts for around 17% of the world’s population, but only about 3% of global GDP. These statistics not only […]

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How Chinese Financing is Fueling Megaprojects Around the World

Via The Visual Capitalist, a look at how Chinese financing is fueling large scale projects worldwide: On a mountaintop a few miles north of the bustling streets of Harare, Zimbabwe, a curving, modern complex is beginning to take shape. This building, once completed, will be the home of the African country’s parliament, and the centerpiece […]

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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.