Archive for June, 2024

China, Taiwan, and the Future of Guatemala

Via The Diplomat, an article on the rapid expansion of Beijing’s political and economic influence in countries switching relations from Taiwan to China and how it suggests that a “flip” by Guatemala could be particularly impactful: Over the past year, China has made significant advances in Central America in multiple sectors, in strategic geography ever closer to […]

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Philippine Hotel Chain Goes Global with Japan Ski Resort Development

Via Nikkei Asia, an article on a Philippine hotel chain going global with a Japanese ski resort development: Singapore-based Philippine chain Hotel101 is planning to launch one of its first overseas facilities at the northern Japanese ski resort of Niseko based on a model of fast-food-style standardization, its global CEO told Nikkei Asia. Hotel101, aiming […]

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Peru Follows the Money to China

Via Geopolitical Futures, a look at Peru’s pursuit of Chinese investment: Peruvian President Dina Boluarte will pay a weeklong visit to China at the end of June – the first head of state to do so in nearly a decade. While there, she will meet with the CEOs of Huawei and BYD and with principals […]

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China’s Demand for Durian Is Creating Fortunes in Southeast Asia

Courtesy of the New York Times, a report on how demand for durian – known for its rich taste and intense smell – has reshaped parts of Southeast Asia, where it has long been a staple: Before he started a company 15 years ago selling the world’s smelliest fruit, Eric Chan had a well-paying job […]

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Republicans May Force Africa To Choose Between US and China

Via The Africa Report, an article on the US’ House Ways and Means trade panel which is debating more conditions for African beneficiaries of the AGOA duty-free scheme due to the continent cozying up to China: Congressional leaders upset about Africa’s growing ties to China are considering a rewrite of US trade policy to force […]

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As China Scrambles for Zimbabwe’s Lithium, Small Miners Are Left Behind

Via Al Jazeera, an article on how small miners in Zimbabwe are impacted by China’s growing role in the market: On a winter’s morning in Shamva, in Zimbabwe’s Mashonaland Central province, Brenda, a single mother of three, is on the hunt for lithium ore. The 39-year-old, who asked that only her first name be used, […]

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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.