Archive for the ‘China’ Category

China and Sudan: An Investment in Peace?

Courtesy of The Diplomat, commentary on the potential that Beijing could hold the key to any future peace in Sudan: Sudan is now in the fourth week of intense military confrontations in the ongoing armed conflict between two warring military factions. A U.S.-brokered framework agreement had fallen through in Sudan, which has historically had more […]

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China-North Korea Truck Trade May Fully Resume In 1 Month, Along With Tourism

Via South China Morning Post, a report that China-North Korea truck trade may fully resume in 1 month, along with tourism: North Korea may reopen its border with China as early as next month to fully resume truck shipments and personnel travel, according to a source briefed by officials on both sides. Two travel agencies […]

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India-Financed Sittwe Port Opens in Myanmar, Countering China’s Connectivity Projects

Via India Today, an article on the opening of Indian-financed Sittwe Port in Myanmar: The strategic Sittwe Port in Myanmar was jointly inaugurated by Indian Union Minister for Ports, Shipping and Waterways, Sarbananda Sonowal and Deputy Prime Minister and Union Minister for Transport & Communications of Myanmar, Admiral Tin Aung San on Wednesday. At the […]

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How Big is China’s Footprint in Southeast Asia’s Telecom Sector?

Courtesy of The Diplomat, an article on the extent to which Southeast Asia’s governments are willing to engage with Chinese firms, and the risks they perceive in doing so, vary widely: Because telecommunications play a pivotal role in the collection and transmission of information, geopolitics and national security are often inseparable from more mundane commercial […]

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China’s Belt and Road Pivots From Coal Plants To Data Centers

Courtesy of Nikkei Asia, an article on the shifting sectoral focus of China’s BRI program: China’s Belt and Road Initiative has been shifting away from signature big infrastructure projects in favor of less capital-intensive fields like IT and biotechnology, investment data shows. Nikkei tallied new “greenfield” investment — which involves building operations from the ground […]

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No, China Is Not Planning to Spend $58 Billion on a Railway Connection to Pakistan

Courtesy of The Diplomat, an article on the proposed railway at the China-Pakistan border at the Khunjerab Pass: An article published by the South China Morning Post on April 27 reported that a feasibility study had deemed the China-Pakistan railway, costing $58 billion, as “worth it.” This news was picked up by various media platforms […]

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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.