Archive for the ‘China’ Category

Rich Lode of EV Metals Could Boost Taliban and its New Chinese Partners

Courtesy of The Washington Post, an article on how the Pentagon dubbed Afghanistan ‘the Saudi Arabia of lithium’ but, now, it is American rivals that are angling to exploit those coveted reserves: Sayed Wali Sajid spent years fighting American soldiers in the barren hills and fertile fields of the Pech River Valley, one of the […]

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After Years of Cynicism, Foreign Investors Now Favoring India over China

Via Forbes India, a report on how the tide of foreign investments has turned as investors pull out of China stocks and turn to India and global emerging market ETFs, excluding China, for better long-term returns: Many domestic investment managers have traditionally—for nearly three deacdes—faced unfounded scepticism as foreign investors fancied China over India for […]

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China Deepens Cooperation with Algeria

Courtesy of Reuters, a report on growing ties between China and Algeria: Longtime trading partners China and Algeria agreed on Tuesday to strengthen cooperation in other areas including security and national defence, boosting Beijing’s already robust ties with a major nation on the African side of the Mediterranean. Following Algerian President Abdelmadjid Tebboune’s meeting with […]

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China Woos Papua New Guinea with Free Trade Push

Courtesy of Nikkei Asia, an article on how Beijing is leveraging Papua New Guinea’s frustrations over economic ties with U.S., Australia: China is bolstering economic ties with Papua New Guinea as the Pacific nation seeks to expand trade with the world’s second-largest economy even while deepening military cooperation with the U.S. The state-owned Bank of […]

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Why Indonesia Should be Cautious in Extending its High-Speed Railway

Via The Diplomat, commentary on why – while the eastward extension to Surabaya may make economic sense – Jakarta should first learn from the troubles faced during the construction of the Jakarta-Bandung line: Recently, Indonesia’s Ministry of Transportation announced plans to extend the high-speed railway linking Jakarta and Bandung. Risal Wasal, the director general of railways […]

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China: Secretly Fueling A Renewable Energy Boom in Latin America

Via Fortune, an article on China’s renewable energy-driven interest in Latin America: The story of renewable energy’s rapid rise in Latin America often focuses on Chinese influence, and for good reason. China’s government, banks and companies have propelled the continent’s energy transition, with about 90% of all wind and solar technologies installed there produced by Chinese companies. […]

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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.