China’s Temu App: Not An Amazon Killer, A Dollar Store Killer
Via Bloomberg, a look at how China’s Temu is chipping away at the stranglehold that retailers such as Dollar General and Dollar Tree have over low-income and discount shoppers: Retail industry [...]
How to Break China’s Hold on Batteries and Critical Minerals
Courtesy of Foreign Policy, a commentary on how the  security of clean energy is easier to manage than the security of oil; The rapid growth of electric vehicle sales finally makes real the prospect [...]
China’s Green Tech Giants Link Supply Chains To Southeast Asia
Courtesy of Nikkei Asia, a look at how – from Indonesia to Vietnam – ‘clean energy’ ties ASEAN more closely to Beijing despite South China Sea tensions Just a stone’s [...]
China’s Belt and Road Shows the High Price of Beijing’s Money
Via Bloomberg, commentary on the high price of the BRI: Birthdays are in equal parts celebratory but also inherently tinged with regret, for opportunities missed and mistakes made. All of which may [...]
Taliban Urge Japan To Invest In Afghanistan’s Minerals, Metals
Courtesy of Nikkei Asia, a report on the Taliban’s outreach to Japan for mineral investments: Afghanistan’s Taliban rulers have called on Japan to invest in the country’s [...]
Oz-Indonesia Tie-Up Could Break China’s EV Battery Supremacy
Via the Asia Times, a report on an alliance that could put Australia in global battery supply chains, make Indonesia an EV battery hub and support the US-led Mineral Security Partnership: Lithium-ion [...]

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.