Archive for the ‘Uncategorized’ Category

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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Which Emerging Markets Are In Most Financial Peril?

Via The Economist, a look at the ranking of 66 countries shows which are in distress, and which are relatively safe: What to wear? The question puzzles many people shaken out of their routines by the pandemic. It also troubles investors. The world is full of “dirty shirts”, as Bill Gross, a legendary bond trader, once […]

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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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Namibia: Petroleum Investors’ New ‘Land of the Brave’?

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 […]

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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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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.