Archive for August, 2024

Egypt and China: A Partnership For The Future

Via Ahram Online, commentary on the growing China-Egypt partnership: President Abdel-Fattah El-Sisi’s visit to Beijing last May to participate in the China-Arab States Cooperation Forum and his meeting with President Xi Jinping have marked the culmination of the special relationship that has bound the two countries for several decades. As such, the joint statement issued during the […]

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Thailand’s ‘Land Bridge’ Solution to China’s ‘Malacca Dilemma’

Via The Asia Times, commentary advocating for the US to help finance Thai ‘land bridge’ project to prevent it from falling under China’s control and influence: The proposed route of Thailand’s emerging land bridge project. Image: X Screengrab Last month, two vessels struggling to push through the overcrowded Strait of Malacca collided, reviving interest in alternative […]

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How Djibouti Became East Africa’s Internet Hub

Via the East African, a report on howDjibouti became region’s internet hub: Djibouti’s status as the only country in Africa where China has an overseas military base appears to have brought other benefits. Massive Chinese ICT investment in Djibouti has helped the country become the region’s digital hub, overtaking economic powerhouses Ethiopia and Kenya. A […]

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Can Central Asia Deepen Multilateral Cooperation Without Institutionalization?

Via The Diplomat, a report on the sixth consultative meeting of the Central Asian leaders concluded without a major breakthrough, but recent Kazakh-Uzbek bilateral agreements could be the key to deepening cooperation in the region: In 2024, Astana became a hub for a series of pivotal meetings that each marked as a significant “first” in […]

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Pakistan Sees Solar Boom As Chinese Imports Surge

Via Bloomberg, an article on Pakistan’s solar boom: Nation becomes third-largest destination for China’s exporters Grid electricity use at lowest in four years after price hikes Pakistan’s market for solar power is booming, propelled by a surge in imports from China, according to BloombergNEF. The country imported some 13 gigawatts of solar modules in the […]

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China’s Railway Diplomacy On High Speed In Vietnam

Via East Asia Forum, a report on China’s railway diplomacy: In Brief The Vietnamese government plans to begin construction on two high-speed railway lines in cooperation with China by 2030, connecting key Vietnamese port cities, Hanoi and provinces bordering China. These railway projects aim to open up deeper economic ties and boost manufacturing relocation from […]

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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.