Archive for the ‘China’ Category

What South African Rooibos Tea Can Tell Us About Africa-China Trade Flows

Via The Diplomat, a report on how the example of South Africa’s famous tea variety speaks to unfinished business in expanding African exports to China: Last month, China’s General Administration of Customs released its customs data for 2023. The data showed that China’s total trade with Africa grew a modest 1.5 percent in 2023, reaching $282.1 billion, but Africa’s […]

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Africa’s Donkeys Are Coveted by China. Can the Continent Protect Them?

Courtesy of the New York Times, a report on how African governments are seeking to curb donkey skin exports to China, where demand for traditional medicine and other products is threatening animals that rural households need: For years, Chinese companies and their contractors have been slaughtering millions of donkeys across Africa, coveting gelatin from the […]

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Cambodia’s Airport Dreams Stall as Chinese Money Dries Up

Courtesy of Nikkei Asia, an update on Cambodia’s Chinese-funded airport dreams: For years, an airport has been slated for construction in Cambodia’s Mondulkiri province, but all that exists are concrete fence posts across the razed farmlands of an indigenous community, cleared for a runway that may never get built. Remote Mondulkiri was an odd choice […]

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On Track: Nigerian Rail Projects Drive Home China’s BRI Commitment To African Infrastructure

Via South China Morning Post, a look at Chinas BRI commitment to African infrastructure: Senior diplomat Wu Peng’s support of projects in Nigeria has reinforced China’s commitment to helping African growth But experts say a switch of banks financing a Nigerian rail project points to Beijing’s shift in focus from concessional to commercial lending Building […]

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The United States’ Missed Opportunity in Latin America

Courtesy of Foreign Affairs, a look at U.S.’s missed opportunity to prioritize investing in Latin America: When policymakers consider national security, they tend to think first of military capabilities: the weaponry and ammunition a country possesses, the state of its armed forces, its border defenses, its surveillance and cybersecurity. Since 2020, however, U.S. national security […]

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‘Strings Attached’: Saudi Arabia Steps Up Demands In Tech Deals with China

Courtesy of The Financial Times, a look at how Alibaba’s and SenseTime’s huge joint ventures in Gulf kingdom have come with stringent requirements around training local teams and investment: Saudi Arabia is mandating that leading Chinese technology companies invest in the Gulf kingdom in return for huge deals, as it leverages its petrodollar wealth to boost […]

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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.