The Hidden Dangers of China’s Digital Silk Road

Via The National Interest, an article on signs that China’s ambitions with the Belt and Road Initiative—and all its digital components—are part of the sticky power of a new hegemony: China switched on the largest commercial 5G network to date on October 31, 2019. That’s when China’s three state-owned wireless carriers, China Mobile, China Unicorn, and […]

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Demise of the Petrostates?

Via Foreign Policy, commentary on the impact of the oil price crash to petrostates from Nigeria to Iran, where governments rely on oil wealth to stabilize power and pay off competing interests: The epic collapse in the price of oil, set off by Russia and Saudi Arabia last weekend, has obvious winners and losers. The winners: […]

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The Greater Caspian Region: A New Silk Road, With or Without A New Belt

Via The Atlantic Council, an interesting look at Central Asia and the new Silk Road: With the signing of a US-Taliban peace agreement, now might be a good time to look ahead to how Afghanistan might strengthen its economic connectivity with both its neighbors and more distant markets. Now, there will be a 135-day period of […]

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Unbuckled Belt: China’s New Silk Road Continues To Struggle

Via Forbes, a look at some bump roads along China’s BRI in Central Asia: Last year, during Chinese President Xi Jinping’s visit to Kyrgyzstan for a Shanghai Cooperation Organization summit, a new $275 million free-trade zone on the Kyrgyz-Chinese border was born. Led by the Chinese firm One Lead One (HK) Trading Limited and a […]

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World’s Biggest New Oil Find Turns Guyana Upside Down

Courtesy of The Wall Street Journal, a report on the impact of Guyana’s new oil find: To mark the flow of the world’s biggest oil discovery in years, President David Granger declared a new holiday, National Petroleum Day, on Dec. 20. Backed by soothing Caribbean tunes in a video address to his countrymen, Mr. Granger […]

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Egypt Seeking Investors For Military-Run Companies

Courtesy of The Financial Times, a report on Egypt’s efforts to seek investors for military-run companies: Egypt wants to attract investors into backing companies owned by the country’s army to address private sector complaints that they are being crowded out of lucrative sectors by the military. The Sovereign Fund of Egypt is assessing 10 companies […]

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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.