China’s Interests Going Up In Flames In Myanmar
March 16th, 2021
Via Asia Times, an article on the impact of Myanmar’s coup on Chinese investments in the country: When unknown assailants torched at least ten Chinese-financed factories in Yangon’s Hlaing Tharyar Industrial Zone, Beijing was quick to urge Myanmar’s military leaders to ensure security for its investments. China’s state-run Global Times newspaper, often a reflection of […]
Read more »China-Central Asia: An Uneasy Co-Existence
March 16th, 2021
Via Observer Research Foundation, commentary on China and Central Asia: Relations of China with the five Central Asian states—Kazakhstan, Kyrgyzstan, Tajikistan, Turkmenis??tan and Uzbekistan—have witnessed impressive growth over the thirty years since Central Asia attained independence from the Soviet Union in 1991. During the Soviet period, borders of Kazakh, Kyrgyz and Tajik Soviet Socialist Republics […]
Read more »Capital Meant For Myanmar May Go To Vietnam and Cambodia
March 16th, 2021
Via Nikkei Asia, an article on how capital meant for Myanmar may seek havens in Vietnam and Cambodia: The military coup in Myanmar has forced investors who had earmarked capital for the country to look for nearby alternatives. Delta Capital, Anthem Asia and other funds that have solely focused on Myanmar are adopting a wait-and-see […]
Read more »The Next Emerging Market Tech Start-Ups Ready to Fly / Battle of EM SuperApps
March 14th, 2021
Via Emerging World, a brief look at some of the most promising emerging market tech start ups: “Most investors had never heard of Coupang until March 11, when the South Korean e-commerce purveyor raised $3.5 billion in an initial public offering. The company closed its first day of trading with a market value close to […]
Read more »Fears Mount Over North Korean ‘Great Leap Backwards
March 14th, 2021
Courtesy of The Financial Times, an article on how Kim Jong Un’s ideology of self-reliance risks causing food shortages and economic collapse: On the western bank of the Yalu in the Chinese city of Dandong, containers packed with medical supplies and protein biscuits stand untouched, prohibited from being trucked across the river and into North Korea. […]
Read more »Middle East LNG Hedging in China’s Energy Diplomacy
March 12th, 2021
Via The Diplomat, an article on how increased demand for energy will give China greater and greater dependency on – and sway over – the world’s LNG producers: China’s energy mix is currently changing to include more natural gas and liquefied natural gas (LNG). Combined piped gas and ship-borne LNG currently comprise around 8 percent […]
Read more »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.