Archive for the ‘China’ Category

China Is Building Megaports in South America to Feed Its Need for Crops

Via Wall Street Journal, a report on China’s state grain trader Cofco plans to build the world’s biggest export terminal in Brazil to substitute U.S. soybeans and other foodstuffs: China is investing in South American infrastructure to secure agricultural imports. Santos, Brazil’s main port for exports to China, is struggling with capacity and infrastructure. Brazil’s […]

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Colombia Moves to Join China’s Belt and Road

Via France24, a look at Colombia’s move to join China’s Belt and Road: Colombia’s president on Tuesday said he intends to sign an accord to join Beijing’s Belt and Road Initiative during an upcoming China trip, a move sure to damage already frayed relations with Washington. Leftist leader Gustavo Petro said he would sign a […]

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Why China Is Investing So Much Money in Moroccan Factories

Courtesy of the New York Times, a report on how Morocco is linked to Europe on the strength of its auto sector and a trade pact. But its status as a connector country has become precarious in the trade war: When Xi Jinping, China’s top leader, returned from the Group of 20 summit in Brazil […]

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How China Is Gaining Ground In the Middle East Cloud Computing Race

Via Rest of World, a report on how Huawei and Alibaba are outpacing established U.S. providers by aligning with government priorities and addressing data sovereignty concerns: Chinese providers have aggressively embedded AI into their offerings at a time when Gulf nations are pursuing leadership in the new tech. Saudi Arabia mandates government offices to use […]

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China’s Guangzhou Port Starts Shipping Route To Peru

Via Reuters, a report on growing logistics connections between China and Peru: China’s Guangzhou Port, the largest shipping hub in the country’s south, opened a direct route to Chancay port in Peru on Tuesday, state broadcaster CCTV reported, a move it said would reduce logistics costs and bolster trade with Latin America. Located north of […]

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Trump’s Tariffs Risk Pushing Cambodia Further into China’s Embrace

Via Bloomberg, a report on a  massive canal highlights Beijing’s deep investment in Cambodia just as the US is pulling back, leaving the Southeast Asian nation with less room to balance ties: Along the Mekong River just outside Phnom Penh, Men Moeun and his neighbors live on land set aside for a massive China-backed infrastructure […]

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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.