Archive for the ‘China’ Category

China Edging Out Russia as Sanctions Redraw Kazakhstan Trade

Courtesy of Bloomberg, an article on how China could soon eclipse Russia as Kazakhstan’s biggest trade partner and, by 2030, Kazakh trade with China could surpass such trade with the entire EU. An economic seesaw between China and Russia in Central Asia is moving toward a new equilibrium for Kazakhstan, which expects its eastern neighbor […]

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Eritrea: Latest Geostrategic Puzzle Piece and Future Transportation Hub

Via New Eastern Outlook, commentary on the potential for Eritrea to not only become a regional transportation hub at the center of trade between the most distant partners on the planet, but also a geopolitical player as larger nations such as Russia, China, and others angle for influence in Africa: On May 31st, Vladimir Putin […]

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China-Kazakh Energy Deal

Via KazInform, a report on a deal between the China National Petroleum Corp. and Kazakhstan’s Samruk-Kazyna Group for the joint development of the oil and gas industry in Kazakhstan. CNPC will help expand the throughput capacity of two Kazakh oil pipelines and participate in the construction of the second strings of a natural gas pipeline […]

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India and the Gulf Are Getting Cozy With Infrastructure To Counter China

Courtesy of Foreign Policy, an article on an ambitious new project that aims to link New Delhi to the Middle East through roads, rails, and seaports: Last weekend, national security advisors from India, the United Arab Emirates (UAE), and the United States met with Saudi Crown Prince Mohammed bin Salman in Riyadh to discuss an […]

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Kazakhstan’s Uranium Exacerbating Geopolitical Conflict in Eurasia

Courtesy of The Jamestown Foundation, a look at Kazakhstan’s unique role in the global uranium market: Kazakhstan is the largest producer and exporter of uranium globally, mining and exporting more than 40 percent of the world’s supply. Up to now, it has been the major supplier for Russia and before that the Soviet Union. But […]

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Cambodia Bets on BRI, But Should Also Count Costs

Via East Asia Forum, an article on Cambodia’s benefits and costs of being part of China’s BRI: China is Cambodia’s largest bilateral donor, lender, investor and trading partner. About a quarter of Cambodia’s total trade, a third of aid and two-fifths of foreign direct investment (FDI) and external debt involves China. Although Sino-Cambodian diplomatic and […]

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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.