Archive for May, 2020

CPEC and Pakistan’s Great Expectations

Via Eurasia Review, commentary on CPEC: Since Islamabad has been bandying the China-Pakistan Economic Corridor (CPEC) as the ultimate panacea for all the financial woes that Pakistan is facing as well as a “game changer for the region,” it doesn’t take very kindly, any contrarian views on this issue. Islamabad’s extreme sensitivity to any comments […]

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China’s Gas Cuts Raise Pressure On Central Asia

Via Eurasia Review, a look at the impact of China’s gas demand reductions on Central Asia: As China cuts back on its commitments to import natural gas, it is trying to spread the shortfall among its increasingly hard-pressed suppliers. Hints of tensions have been rising since early March when reports first surfaced that PetroChina, the […]

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US Blue Dot Network To Counter China’s BRI

Via The Asia Times, an article on US’s Blue Dot Network (BDN) infrastructure initiative as an alternative to China’s Belt and Road Initiative: In recent years, China’s Belt and Road Initiative has heralded infrastructure development across much of the developing world with the aim of projecting the country’s influence abroad. Newer and less well known, […]

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China’s Belt and Road Trains Booming

Via The Wall Street Journal, a look at how – with the pandemic choking sea and air freight – companies have turned to trains revived as part of Beijing’s Belt and Road Initiative: The coronavirus pandemic is boosting a core element of China’s Belt and Road Initiative, as rising prices and disruptions in sea and air […]

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Beijing and Delhi’s One Hundred Year Development Plan

Via Silk Road Briefing, commentary on China’s investment interest in, and strategy towards, India: Much has been made of recent Indian regulatory issues being anti-China investment in tone, however they failed to read the small print. India is in fact the current largest recipient of announced Chinese outbound investment right now, which has risen from […]

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Will China Control The Global Internet Via Its Digital Silk Road?

Via SupChina, a look at the Digital Silk Road: The “Digital Silk Road” (DSR) was introduced in 2015 by an official Chinese government white paper, as a component of Beijing’s Belt and Road Initiative (BRI). For years, it has been less an identifiable set of projects as much as it was a brand for virtually […]

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ABOUT
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.