Archive for March, 2024

Cambodia to Divert Mekong Trade via China-Built Ccanal, Vexing Vietnam

Courtesy of Nikkei Asia, a report on a planned Phnom Penh-coast link which is raising alarms amid regional influence tussle From his house on the banks of the Mekong River, an hour from Phnom Penh, Mao Sarin can watch ships laden with containers chug by on their way to Vietnam and the giant river delta. […]

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Russia’s Rail Boosted By Demand to Move Goods To Europe After Red Sea Attacks

Courtesy of The Financial Times, an article on how demand to move goods from Asia to Europe by rail via Russia has increased since the start of the Red Sea crisis: Demand to move goods from Asia to Europe by rail via Russia has soared since the start of the Red Sea crisis, according to […]

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China Goes Big on Laos Power Projects, Boosting Southeast Asian Sway

Via Nikkei Asia, a report on some new Belt and Road Mekong River dams to help Beijing secure renewable energy: Chinese state-owned companies are stepping up power infrastructure investment in Laos, including hydroelectric power plants and transmission, expanding their footprint in a country that aims to become the “battery of Southeast Asia.” The Nam Ou […]

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After Success In Africa, Pakistan and Bangladesh, China’s Transsion Holdings Sets Its Sights On India

Via Rest of World, an article on Chinese smartphone maker Transsion’s strategy to win hearts and wallets in small-town India: Transsion, the world’s fifth-largest smartphone company, is elbowing for room at the smartphone high table in India. Last year, the Chinese company changed its India strategy, and introduced cheap but good-looking smartphones, with iPhone-like features. Transsion […]

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Malaysia: Surprise Winner from U.S.-China Chip Wars

Courtesy of The Financial Times, an article on Malaysia’s opportunity to benefit from the U.S.-China chip war: Shortly after a Chinese company opened up nearby, employees at Malaysian contract manufacturer Kemikon walked outside their factory to find sheets of paper stuck to their car windshields. The flyers were from Fengshi Metal Technology, a Suzhou-based rival […]

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Cameroon’s Douala Port: Organized Crime’s Access Point To Illicit Global Markets

Via Daily Maverick, an article on Cameroon’s Douala port keeps organised crime afloat through massive access to illicit global markets In May 2023, a customs official in Douala, Cameroon stamped a shipment of timber for export from the Central African Republic (CAR) to China. It seemed like a routine load, an everyday part of international […]

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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.