Archive for the ‘Uncategorized’ Category

Rethinking the ‘Africa Play’: Why One Firm Held Back from the Africa Investment Frenzy

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 […]

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The World’s Top 10 Cities in 2035

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, […]

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Laos’ Land-Linking Dreams

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 […]

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Inside China’s Growing Presence In Africa

Via Quartz, a report on China’s growing influence in Africa: These days, everybody wants a piece of Africa. In 2018 alone, France’s Emmanuel Macron made a historic visit to East Africa, becoming the first French leader to visit Kenya. Former British prime minister Theresa May busted out some awkward dance moves in South Africa, while […]

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Cracking Frontier Markets

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 […]

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PNG’s Faltering Economic Recovery

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 […]

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About This Blog
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.