Laos: Setting Its Own Debt Trap

Via East Asia Forum, commentary on Laos’ debt trap: On 23 September the Fitch Ratings agency downgraded Laos’ credit rating to CCC — the second downgrade in 2020, having dropped to B- in May. Much of the blame lies with COVID-19, which has seen Laos’ economic growth drop from 5.5 per cent in 2019 to a projected 0.5 per cent […]

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Agriculture: The New “Black Gold” of Kazakhstan

Via Development Bank of Kazakhstan, commentary on Kazakhstan’s agricultural potential: The lack of quality food is now seen as the main impacts of the COVID-19 pandemic. The alarm is sounded not only by WHO and WTO experts, but also by the leaders of world powers such as China. According to them, restrictive measures on food […]

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The Three Seas Initiative: A European Answer to China’s Belt and Road?

Via the Lowry Institute, an article on a a quest to modernise dilapidated infrastructure in Central Europe which has quickly transformed into a geopolitical contest: A new infrastructure connectivity initiative in Central Europe is the latest stage for a geopolitical contest. A diverse group of European Union member states in the traditional “buffer zone” between Western Europe […]

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Eight African Belt And Road Initiative Projects That Global Investors Should Be Aware Of

Via Silk Road Briefing, a look at eight (8) BRI projects in Africa: China’s official Belt and Road website lists 42 African countries who have signed MoU with the Belt & Road Initiative. Africa is considered a key part of China’s infrastructure build efforts, due to its potential for rail, roads, and energy. Many African countries […]

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The Chronic Underperformance of Egypt’s Military Economy

Via the Carnegie Middle East Center, a look at how the Egyptian military’s involvement in the economy has come at a high cost, contributing to underperformance in development: The historical pattern of Egypt’s development model puts the military at the center as economic savior. Egyptian President Abdel Fattah el-Sisi did not invent the military’s fixation […]

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IMF Projects Vietnam Will Become 4th Largest Economy In Southeast Asia This Year

Via NHIP CAU, a report on Vietnam’s economic growth: The Southeast Asian country’s GDP in 2020 is estimated to reach $340.6 billion, exceeding Singapore with $337.5 billion and Malaysia with $336.3 billion. The organisation has forecast Vietnam’s 2020 GDP growth at 1.6 percent, while Singapore’s economy will contract 6 percent Meanwhile, Thailand’s GDP this year […]

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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.