Namibia: Petroleum Investors’ New ‘Land of the Brave’?
January 3rd, 2020
Via Eurasia Review, a look at Namibia’s hydrocarbon potential and comparative positioning with Angola and Nigeria: Nigeria has long been known for its oil riches. Angola has too, but decades of entrenched corruption have chased foreign investors away. Now Namibia is joining the African oil conversation with one of the most oil-friendly regimes on the […]
Read more »Rethinking the ‘Africa Play’: Why One Firm Held Back from the Africa Investment Frenzy
November 6th, 2019
Via Next Billion, interesting commentary on why one firm held back from the Africa investment ‘frenzy’: In [northern hemisphere] spring 2019, the investment committee at Blue Haven Initiative’s Ventures team raised a painful question: Did we miss the boat? Running an in-house venture fund, my team had made only one new investment in 2018 (Shortlist). We’d held back […]
Read more »The World’s Top 10 Cities in 2035
October 19th, 2019
Courtesy of The Visual Capitalist, an interesting look at the world’s cities in 2035, many of which will be in developing countries: Cities are the engines of the modern economy. Over half of the world now lives in urban areas, and urbanization continues to shape the trajectory of global growth in unprecedented ways. However, […]
Read more »Laos’ Land-Linking Dreams
September 10th, 2019
Via The Diplomat, a look at Laos’ aspirations to gain centrality in the Greater Mekong Subregion via new infrastructure: The Lao government is strongly pushing ahead with different projects to better connect the country to the main transport networks of the region and integrate it into global value chains. Laos’ landlocked position and natural topography has […]
Read more »Cracking Frontier Markets
August 16th, 2019
Via Harvard Business Review, an article on entering frontier markets where success lies in creating new markets that serve the billions of nonconsumers unable to find a product or service to help them solve an important problem: When a movie is released straight to video, it’s usually a bad sign: Early reviews were negative, the quality […]
Read more »PNG’s Faltering Economic Recovery
August 8th, 2019
Via the DevPolicy Blog, a look at Papua New Guinea’s economic challenges: According to World Bank data, Papua New Guinea is the tenth most resource intensive economy in the world. Using its measure of underground resource rents (profits from oil, gas, coal and minerals) as a percentage of GDP, out of 205 countries PNG comes […]
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.