Archive for the ‘China’ Category

The Chinese Base That Isn’t There

Courtesy of the New York Times, a look at how new port facilities and the months-long presence of Chinese warships in Cambodia show Beijing’s growing global influence: In 2020, something curious happened at Cambodia’s Ream military base, on the Gulf of Thailand. Not long after submitting — and then abruptly withdrawing — a request for […]

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The Winners From U.S.-China Decoupling

Via Foreign Policy, a report on how – from Malaysia to Mexico – some countries are gearing up to benefit from economic fragmentation: A full decoupling of the Chinese and Western economies could be a costly proposition. The International Monetary Fund estimates that it could shave around 7 percent off global GDP in the longer term, […]

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Malaysia’s King Bids to Revive Chinese-Backed ‘Dream Paradise’

Courtesy of The Financial Times, a report on the Malaysia’s king bid to revive a Chinese-backed ‘dream paradise’ –  the $100bn Forest City development on Malaysia’s southern coast aimed to provide homes for as many as 700,000 people: Malaysia’s billionaire king is trying to resuscitate a huge real estate project he helped launch in his […]

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From Russian Ladas to Chinese BYDs: Central Asia’s Changing Priorities

Via The Diplomat, an article on Beijing’s efforts to steadily draw Central Asia into its orbit and away from Russia’s traditional sphere of influence: Chinese President Xi Jinping’s state visit to Kazakhstan and participation in the 24th Meeting of the Council of Heads of State of the Shanghai Cooperation Organization (SCO) on July 2-4, 2024, marked a […]

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Rise of Chinese Surveillance Tech in Africa: Development or Espionage?

Courtesy of The Africa Report, commentary on the growing deployment of Chinese CCTV equipment in African cities: Chinese technology companies like Huawei and ZTE are contributing to smart city development on the continent, but analysts warn that their tools provide authoritarian governments with the means to spy on citizens and promote repression. More than a […]

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China’s BYD To Invest $1B in Turkey for EV Plant

Via Nikkei Asia, a report on BYD’s plans to invest $1B into a Turkish EV plant: Chinese electric-vehicle maker BYD will invest $1 billion in Turkey to set up an EV and plug-in hybrid vehicle factory with an annual capacity of 150,000 units, creating a second European production and export hub after the one it […]

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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.