Archive for February, 2017

China’s ‘New Silk Road’ Is Derailed In Sri Lanka By Political Chaos And Violent Protests

Courtesy of Forbes, interesting commentary by Wade Shepherd on some difficulties faced by the new Silk Road in Sri Lanka: It was supposed to be a great new catalyst of transportation, manufacturing, and trade that would be used to stimulate growth in Sri Lanka’s remote Hambantota district. The dream was for Sri Lanka, China, and other nations to join […]

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Pakistan’s Economic and Demographic Prospects

Via Future Directions International, a detailed look at Pakistan’s economic and demographic situation: Key Points Carved out of British colonial India, Pakistan was initially economically and socially successful. It subsequently became less so because of political decisions. The value to Pakistan of recent agricultural and economic agreements with Saudi Arabia and China is questionable. There […]

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China And Kazakhstan’s Remote Cross-Border FTZ May Finally Be Set To Boom

Via Forbes, an interesting look at a Chinese And Kazakh remote cross-border FTZ which may be ready to boom: The first time I visited the International Center for Boundary Cooperation “Khorgos” (ICBC) was in May of 2015. At that time, I found a bi-national free trade zone straddling the China / Kazakhstan border that was basically […]

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Five Projects That Will Define The Success Of The China Pakistan Economic Corridor

Via Frontera, a report on some key projects in the China Pakistan Economic Corridor: 1) The China – Pakistan Rail link is a controversial project that would effectively connect Pakistan’s Northwestern province with China’s western Xinxiang region, cutting through some of the most mountainous and treacherous terrain in the world, including the Khunjurab pass which […]

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Measuring North Korea’s Economy

Courtesy of The Economist (subscription required), an interesting article on how – in the absence of reliable numbers – scholars are trying new forms of guesswork to measure the North Korean economy: FACTS about the North Korean economy are not so much alternative as non-existent. The country has never published a statistical yearbook. If it […]

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One Belt, One Road: China Aims To Build A Global Infrastructure Network

Via MERICS China Mapping, a very detailed look at various components of China’s One Belt One Road Initiative:

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WILDCATS AND BLACK SHEEP
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.