Will China Be The Next Japan?
July 26th, 2023
Courtesy of the New York Times, insightful commentary on Japan’s economic situation and how China may/may not follow its trajectory: I hope that at least some of my readers are too young to remember this, but in the early 1990s many Americans — especially pundits, but also business leaders and a fair share of the […]
Read more »Why India Is the ‘Dream Emerging Market’
July 26th, 2023
Via ETF.com, a look at the bullish case for India, as well as China: The perfect emerging market doesn’t exist—well actually, maybe it does. In last week’s Exchange Traded Fridays podcast, Kevin Carter, founder and chief investment officer of EMQQ Global, said India is shaping up to be “the dream emerging market” thanks to its massive population—the […]
Read more »Eritrea: Africa’s North Korea?
July 26th, 2023
Via African Arguments, a look at Eritrea, Beijing’s oldest friend in the Horn of Africa: In the middle of May, Eritrea’s president Isaias Afwerki visited China. He was warmly received. The visit coincided with the 30th anniversary of diplomatic relations between the two countries. Chinese media indicate President Isaias has visited China a few times, […]
Read more »Should EU Aim For Its Own ‘Belt and Road’?
July 26th, 2023
Courtesy of The Financial Times, commentary on whether the EU should aim for its own Belt and Road, given its need for more and closer allies on issues like supply chains, tech rules and climate change: On paper, the EU should be an attractive partner for many low- and middle-income countries across the globe. It […]
Read more »Singapore’s GIC Eyes India, Indonesia, Vietnam amid China Pivot
July 26th, 2023
Courtesy of NikkeiAsia, a report on Singapore’s sovereign wealth fund pivoting from investments in China, towards India, Indonesia, and Vietnam: Singapore’s sovereign wealth fund GIC is looking at investing more in emerging markets such as India, Indonesia and Vietnam, as businesses rush to diversify their production outside China amid rising tensions between Washington and Beijing. […]
Read more »China Envoy Calls Kenya Economic Ties a ‘Win-Win’
July 26th, 2023
Via the East African, a report on China’s economic partnership with Kenya: China’s top diplomat Wang Yi during a visit to Kenya on Saturday praised the two countries’ economic partnership as a “win-win”, according to a statement from the Chinese authorities. Kenya and China have “become good friends with mutual trust in politics and good […]
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.