Vietnam’s Big Infrastructure Plans
May 8th, 2021
Via Barron’s, a report on Vietnam’s infrastructure plans: Communist Party congresses don’t usually excite financial markets. Vietnam’s confab three months ago looks like an exception. Party leaders committed to an anti-Communist boost for the country’s private sector, to 55% from 42% of gross domestic product by 2025. They earmarked $119 billion for infrastructure over the […]
Read more »Why China Will Not Rebuild Syria
May 8th, 2021
Via East Asia Forum, commentary on growing unlikelihood that China will rebuild Syria: A decade since the start of the Syrian civil war, debate on the conflict is shifting toward the rebuilding of the country. China is increasingly being touted as a leading candidate to address Syria’s post-conflict reconstruction at a time when Western powers and Syrian […]
Read more »Central Asia Confronts Obstacles On Path To Warm-Water Port
May 6th, 2021
Via Eurasianet, a report on Central Asia’s efforts to find access to a warm-water port: A top trade priority for Central Asian leaders is access to a warm-water port. Whether they succeed any time soon appears to depend heavily on China. Policy changes and new infrastructure are already easing Central Asia’s comparative isolation from world markets. […]
Read more »The Economics of the China-India-Sri Lanka Triangle
May 2nd, 2021
Via The Diplomat, a look at the economic dimension of Sri Lanka’s struggle to balance between China and India: Sri Lanka’s relationship with China has been a controversial discussion during the last decade, dominating both domestic and international political conversations. The strengthening relationship between the island nation and the emerging global power has been largely economic. […]
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.