China’s Mid-Tier Cities Vie for EV Battery Supremacy
September 14th, 2023
Courtesy of Caixin Global, a report on China’s EV battery battle: A handful of things put the southwestern Chinese city of Yibin on the map. There’s Wuliangye, a popular brand of fiery liquor baijiu. The iconic Bamboo Sea that formed a key location for Ang Lee’s 2000 martial arts hit Crouching Tiger, Hidden Dragon. And […]
Read more »Mining, Energy, Construction: Where In Africa Is It Best to Invest?
September 14th, 2023
Courtesy of The Africa Report, interesting analysis on where it is ‘best to invest’ in Africa: In a complex economic environment in Africa, political risk, soaring construction costs and rising interest rates are putting the brakes on international investors’ enthusiasm, but manufacturers are playing the local value-added card. What’s more, six of the world’s top […]
Read more »Indonesian Companies Show Fresh Interest in New Capital Project
September 14th, 2023
Via Nikkei Asia, an article on renewed interest from Indonesian companies in the nation’s new capital project: More Indonesian businesses are announcing initiatives to invest in the country’s ambitious multibillion-dollar capital relocation project as the start of next year’s scheduled move gets closer, even while interest from foreign companies remains tepid over concerns a new […]
Read more »Vietnam: The Epitome of a Belt and Road Hedge
September 13th, 2023
Via Asia Times, commentary on how – unlike welcoming neighbors – Hanoi has staked out a mostly non-committal position on Beijing’s infrastructure-building policy: The Belt and Road Initiative (BRI), launched in 2013 by Chinese President Xi Jinping, is considered an ambitious long-term strategy to promote the expansion of Chinese influence by providing countries in the region with […]
Read more »The Crazy World of China’s Lithium Mine Auctions
September 13th, 2023
Via Bloomberg, an article on China’s lithium mine auctions: Urgency grows for Beijing to defend its lead in supply chains Mineral is crucial to its world-beating electric car industry Welcome to the world of China’s lithium auctions, where vast numbers of bids are placed, firms end up spending over a thousand times the opening price, […]
Read more »The Viability of the India-Middle East-Europe Economic Corridor
September 13th, 2023
Via Geopolitical Futures, a look at the the India-Middle East-Europe economic corridor, an ambitious new connectivity project will likely run aground in the Arabian Peninsula: We live in an age of interregional connections. China’s Belt and Road Initiative, after a decade and hundreds of billions of dollars in spending, has faced significant setbacks but remains […]
Read more »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.