Archive for June, 2024

How Big Is CCP Inc.?

Courtesy of Foreign Policy, a look at China’s sovereign funds: One of the enduring mysteries of China’s economic rise is why the country’s extended engagement with Western capitalism and democracy didn’t diminish the role of the state and lead to greater political and economic liberalization. After all, dictatorships in South Korea, Taiwan, Thailand, and other countries […]

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Mongolia’s Precarious Energy Security

Courtesy of The Diplomat, a report on Mongolia’s energy security, which needs to be viewed holistically, as a function of its economy, environment, and geopolitical situation: Mongolia sits in a unique position where its energy situation is deeply intertwined with both its economy, which is mostly driven by raw material exports, and its geographic location between […]

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Presidential Candidate Discloses Tehran’s Controversial Contract With China

Via Iran Wire, an article on a controversial Chinese contract with Iran: Alireza Zakani, the mayor of Tehran and a presidential candidate, revealed details of a controversial municipal contract with China during the ongoing election debates This announcement comes despite his previous insistence on the confidentiality and security of the contract, to the extent that […]

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China Moves To Reopen Economic Ties With Libya, 13 Years After Suspending Trade

Via South China Morning Post, a report on how Beijing and Tripoli are rebuilding ties after China pulled investors out in 2011: Before the 2011 revolution that toppled Muammar Gaddafi and led to a bloody civil war in Libya, China had vast interests in the oil-rich North African nation. At the time, 75 Chinese companies controlled 50 large projects […]

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How Russia Is Using Nuclear Power To Win Global Influence

Courtesy of The Financial Times, a report on how Russia is using nuclear power to win global influence: Rooppur in Bangladesh’s far west may seem an unlikely place for a Little Russia. Yet in this enclave, shop signs are written in Russian, Bengali vegetable vendors haggle over “kartoshka” (potatoes) and “morkov” (carrots), and Russian expats […]

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Myanmar Revives Stalled Infrastructure Projects with China and Russia

Via Nikkei Asia, a report on Myanmar efforts to revive stalled infrastructure projects with China and Russia: Myanmar’s military regime is breathing new life into major infrastructure projects with China and Russia, courting their support amid a protracted conflict with armed rebels at home. A new committee led by Deputy Electricity Minister Aye Kyaw is […]

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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.