What A Shuttered Quarry Says About Mexico’s Investment Climate
November 16th, 2024
Courtesy of The Financial Times, a report on how the forced closure of a US-owned site in Yucatán says about Mexico’s investment climate: The closure of a large US-owned limestone quarry in Mexico has jolted investors and the world’s largest bilateral trade relationship, in a case seen as a thermometer for the political and legal […]
Read more »Africa To Become Battleground For Global Fuel Exporters
October 28th, 2024
Via The Africa Report, a report on the growing competition amongst global fuel exporters in Africa: With refinery closures in Europe and competition from the Middle East and the US, exporters – including Nigeria’s Dangote Refinery – are looking for footholds across the continent. As Africa’s demand for petrol, diesel and fuel expands while that […]
Read more »AI Chipmaker Nvidia Makes Strides in Africa
October 24th, 2024
Via The Africa Report, a look at Nvidia’s growth in Africa: The Silicon Valley company is counting on its broad appeal to dominate a burgeoning African market and distance itself from Chinese rival Huawei. Nvidia, the world’s second-largest company by market capitalisation, is increasing partnerships with universities and innovation hubs across the continent. The American […]
Read more »An Unpredictable America Looks More And More Like An Emerging Market
October 2nd, 2024
Courtesy of The Financial Times, commentary examining how an unpredictable America looks more and more like an emerging market: Last week, as the UN General Assembly met in New York, I moderated an event with a group of well-known economists and foreign affairs experts on the effects of the US election on the future of […]
Read more »We Are All Global
October 1st, 2024
Via Emerging World, an interesting commentary on how – from your morning coffee to your smartphone to every aspect of your daily life – global connections and dizzying supply chains fuel our lives. You are global – and getting more global by the day. You are global. I am not trying to flatter (or judge) […]
Read more »The U.S. Has a Better Offer for Africa Than Debt
September 28th, 2024
Via Foreign Policy, commentary on how the U.S. can be more strategic in its outreach to Africa given that Washington can’t outcompete Beijing-backed banks: This month, Chinese President Xi Jinping pledged more than $29 billion in new lending commitments at the triennial Forum on China-Africa Cooperation. Washington has once again misunderstood this as a symbol of Chinese economic strength. […]
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.