Archive for the ‘China’ Category

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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Reweaving the Silk Road

Via The Economist, a look at China’s reconfiguration of its rail links to secure exports to Europe: China says its ties with Russia involve “back-to-back, shoulder-to-shoulder” co-operation. Yet when it comes to concerns about security for its massive exports to Europe, the People’s Republic would rather not depend on its best friend. In December work officially began on […]

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How Does a Nation Charm China? Name a Boulevard After Xi Jinping.

Courtesy of The New York Times, a report on how China is the biggest foreign patron of Cambodia, where Mr. Xi concluded a tour of Southeast Asia. But the region also needs to curry favor with President Trump. Xi Jinping Boulevard runs a loop around Cambodia’s fast-growing capital, where signs in Chinese are rapidly overtaking […]

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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.