Archive for September, 2018

Belt & Road Bolsters China’s Technological Clout

Via Reconnecting Asia, a look at the technological impact of the Belt and Road initiative: As demand for network bandwidth grows among Belt and Road (B&R) countries, China will exert its technological dominance and set global standards through centrally-coordinated fiber-optic roll-outs, the establishment of data centers, and the deployment of communications, positioning, and observation satellites. […]

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As a Saudi Prince Rose, The Bin Laden Business Empire Crumbled

Courtesy of Reuters, an interesting report on the fall of the Bin Laden business empire: Soon after Prince Mohammed bin Salman became second in line to the throne of Saudi Arabia, he turned his sights to the sprawling empire of the Saudi Binladin Group. In 2015, the prince, then 29, approached Bakr bin Laden, chairman of […]

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The Digital Silk Road

Via the World Economic Forum, a detailed look at the digital Silk Road: China’s Belt and Road Initiative (BRI) involves a trillion-dollar investment programme to enhance economic interconnectivity and facilitate development across Eurasia, East Africa and close to 100 partner countries. “Belt and Road” brings to mind a web of enormous physical infrastructures, such as […]

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Turkmenistan: Hitting The Gas On Finding New Friends

Via Ozy, a look at how Turkmenistan is seeking new friends for its gas economy: The chill of winter is traditionally when Turkmenistan’s ties with China turn warmest. That’s when Beijing’s dependence on the Central Asian nation, its biggest supplier of natural gas, is at its peak. But when Turkmenistan’s struggling economy failed to supply the […]

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The Scramble For Business In Africa

Via The Financial Times, an interesting report on how companies from Turkey, India, and China are looking for opportunities in Africa: A Turkish company is generating part of Ghana’s power supply.  Another one just this month finished a flashy new terminal at the country’s international airport. A Philippine utility is about to take over running […]

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A Chinese Company Reshaping the World Leaves a Troubled Trail

Via Bloomberg, commentary on CCCC, Belt and Road’s biggest builder, which is besieged by allegations of fraud, corruption, and environmental damage: Christopher Fernando knows the price of rapacious development. It has eaten his kitchen. Only the sink remains along what was once an outer wall of Fernando’s seafront home on the west coast of Sri Lanka, about […]

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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.