Archive for March, 2021

China’s Interests Going Up In Flames In Myanmar

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 […]

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China-Central Asia: An Uneasy Co-Existence

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 […]

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Capital Meant For Myanmar May Go To Vietnam and Cambodia

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 […]

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Fears Mount Over North Korean ‘Great Leap Backwards

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. […]

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Middle East LNG Hedging in China’s Energy Diplomacy

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 […]

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Uzbekistan Offered Access To Pakistani Ports

Via Pakistan’s Technology Times, an article on potential cooperation between Uzbekistan and Pakistan: Prime Min­­ister Imran Khan on Wednesday assured Uzbe­kis­tan of complete facilitation in access to Pakistani ports. Mr Khan held out the assurance during a meeting with Uzbekistan’s Foreign Minister Dr Abdulaziz Kamilov, who was on a two-day visit to Pakistan. Mr Khan, […]

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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.