Archive for the ‘Uncategorized’ Category

By 2050, 25% of World’s Population Will Be African

Via The Guardian, a report on how Africa’s unprecedented population growth will impact geopolitics, global trade, migration and almost every aspect of life: In 2022 the world’s population will pass 8 billion. It has increased by a third in just two decades. By 2050, there will be about 9.5 billion of us on the planet, according […]

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Facebook Promised Poor Countries Free Internet, But People Got Charged Anyway

Courtesy of The Wall Street Journal, an article on how Facebook’s global program, designed to boost growth outside the U.S., leads to unexpected data costs: Facebook FB -1.98% says it’s helping millions of the world’s poorest people get online through apps and services that allow them to use internet data free. Internal company documents show that many of these […]

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Africa’s EV Revolution Will Roll In On Two Wheels, Not Four

Via Quartz Africa, an article on EVs in Africa: Adetayo Bamiduro didn’t set out to fight climate change in Africa’s mobility sector. His goal was to help professional drivers access and earn more from delivery and passenger gigs by owning their own vehicles. The core product of his Lagos-based startup, Metro Africa Xpress (MAX), was lease-to-own […]

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Lions On The Move: Progress and Potential of African Economies

Via McKinsey, a link to a detailed report on how Africa’s economic growth is creating substantial new business opportunities that are often overlooked by global companies, where  consumer-facing industries, resources, agriculture, and infrastructure together could generate as much as $2.6 trillion in revenue annually by 2020, or $1 trillion more than today: Africa’s collective GDP, […]

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Expected Returns in Emerging Markets, 2022-2028

Via The Emerging Markets Investor, a projection of expected returns in emerging markets for 2022-2028: The past decade in emerging markets has been one of slowing GDP growth, low earnings and poor returns. By and large, today valuations have come down enough from the lofty levels of 10 years ago to make the markets attractive, particularly […]

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Cloud Seeding In Africa

Via The Economist, an article on the rise of data centers in Africa: In the namanve industrial park on the edge of the Ugandan capital, Kampala, trucks rumble through the dust, laden with steel. Sacks of coffee pile up in warehouses. And at Raxio data centre, which opened this year, a local corner of the […]

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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.