China, Pakistan Celebrate CPEC’s 10-Year Anniversary
July 31st, 2023
Via Tasnim News, a report on CPEC’s 10-year anniversary: Chinese Vice Premier He Lifeng was due in the Pakistan capital on Sunday to mark the 10th anniversary of a mega economic plan that is the cornerstone of Beijing’s Belt and Road Initiative. Since its initiation in 2013, the China-Pakistan Economic Corridor (CPEC) has seen tens […]
Read more »BRICS: At Risk Becoming Satellites of China
July 27th, 2023
Courtesy of The Financial Times, commentary on the BRICS’ lopsided turn towards China: There can’t be many international summits where a head of government stays away for fear of being arrested for war crimes, but the BRICS grouping has managed it. Vladimir Putin will skip next month’s meeting of Brazil, Russia, India, China and South […]
Read more »Will China Be The Next Japan?
July 26th, 2023
Courtesy of the New York Times, insightful commentary on Japan’s economic situation and how China may/may not follow its trajectory: I hope that at least some of my readers are too young to remember this, but in the early 1990s many Americans — especially pundits, but also business leaders and a fair share of the […]
Read more »Why India Is the ‘Dream Emerging Market’
July 26th, 2023
Via ETF.com, a look at the bullish case for India, as well as China: The perfect emerging market doesn’t exist—well actually, maybe it does. In last week’s Exchange Traded Fridays podcast, Kevin Carter, founder and chief investment officer of EMQQ Global, said India is shaping up to be “the dream emerging market” thanks to its massive population—the […]
Read more »Eritrea: Africa’s North Korea?
July 26th, 2023
Via African Arguments, a look at Eritrea, Beijing’s oldest friend in the Horn of Africa: In the middle of May, Eritrea’s president Isaias Afwerki visited China. He was warmly received. The visit coincided with the 30th anniversary of diplomatic relations between the two countries. Chinese media indicate President Isaias has visited China a few times, […]
Read more »Singapore’s GIC Eyes India, Indonesia, Vietnam amid China Pivot
July 26th, 2023
Courtesy of NikkeiAsia, a report on Singapore’s sovereign wealth fund pivoting from investments in China, towards India, Indonesia, and Vietnam: Singapore’s sovereign wealth fund GIC is looking at investing more in emerging markets such as India, Indonesia and Vietnam, as businesses rush to diversify their production outside China amid rising tensions between Washington and Beijing. […]
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.