Archive for February, 2024

Wall Street Shuns China for Asian Neighbor

Courtesy of Newsweek, an article on Wall Street’s growing transition towards India instead of China: Wall Street giants are betting on India’s future growth potential over China as Beijing’s economic performance falters. Investment bank Goldman Sachs and Morgan Stanley have endorsed New Delhi’s economic potential over China, Bloomberg reported on Tuesday. This realignment in global investment […]

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$5B Global Trade In Smuggled Fuel, Mostly From Russia

Courtesy of Bloomberg, a report on the estimated $5 billion trade in smuggled fuel — much of it coming from Russia: On a clear morning in September 2022, the Queen Majeda, a faded blue and white tanker loaded with marine gas oil worth more than $2 million, left the Libyan port of Benghazi and set off for Porto […]

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How China’s EVs are Taking Thailand by Storm

Via The Diplomat, a look at how Chinese EV automakers have succeeded in the Thai market by adopting comprehensive localization strategies: China’s electric vehicles (EVs) have made serious inroads in Southeast Asia in recent years. Around 75 percent of the region’s EV market is made up of Chinese vehicles. The sales of China’s Wuling Air EV increased […]

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China Is Recalibrating Its Latin America Strategy

Courtesy of Bloomberg, commentary on China’s Latin America strategy: China’s influence in Latin America has inspired analysis, fascination and a fair amount of hysteria. Depending on whom you ask, it’s seen as everything from an opportunity for the region to rebalance its alliances and profit from Chinese ambitions to an economic invasion that puts the hemisphere’s […]

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CPEC: Is the Belt and Road Initiative’s Crowning Project A Failure?

Via Brown Political Review, analysis of the CPEC: In October, China celebrated the 10th anniversary of the Belt and Road Initiative (BRI) with a global forum of partnered countries. The mood was triumphant, with China reporting that the initiative has resulted in as much as $1 trillion in financial assistance to its constituents. The event, however, glossed […]

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China Investors Eye Mauritius As It Goes Green and Tries to Sweeten Trade Deals

Via South China Morning Post, a look at China’s investment interest in Mauritius: Located in the Indian Ocean near Madagascar, Mauritius is looking to capitalise on its position as a gateway for Chinese to enter the African market, minister says Overseas energy investments by private Chinese companies fit into Beijing’s belt and road push, according […]

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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.