Archive for the ‘China’ Category

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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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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How China Took Over the World’s Rare Earths Industry

Via the New York Times, an article on how China took over the world’s rare earths industry: China shook the world in 2010 when it imposed an embargo on exports of crucial rare earth metals to Japan. Panicked Japanese executives appeared on television to warn that they were running out of the critical raw materials. The embargo, […]

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The Mine Is American. The Minerals Are China’s.

Courtesy of the New York Times, a report on how a Brazilian rare earths mine backed by American investors illustrates China’s grip over the strategic minerals that underpin the modern economy. The gaping pit alongside a tiny town in rural Brazil has all the elements to solve the West’s sudden problem of finding critical rare earth metals […]

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China Frets About Its Dependence on Africa’s Resources As U.S. Muscles In

Via South China Morning Post, a look at how China has heavily invested to secure raw materials from African nations, but US accusations over those deals pose new risks: A leading Chinese industry association has warned the country risks becoming too dependent on raw materials from individual nations in Africa, as the continent becomes a […]

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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.