India-Financed Sittwe Port Opens in Myanmar, Countering China’s Connectivity Projects
May 11th, 2023
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 […]
Read more »How Big is China’s Footprint in Southeast Asia’s Telecom Sector?
May 10th, 2023
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 […]
Read more »China’s Belt and Road Pivots From Coal Plants To Data Centers
May 9th, 2023
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 […]
Read more »No, China Is Not Planning to Spend $58 Billion on a Railway Connection to Pakistan
May 7th, 2023
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 […]
Read more »Taking The High Road: India’s Himalayan Infrastructure Drive Counters China
May 4th, 2023
Via Terra Daily, a look at how India is taking on China in the race to build infrastructure in the Himalaya: Freshly laid roads, bridges, upgraded military camps, and new civilian infrastructure dot the winding high Himalayan route to the Indian frontier village of Zemithang — which China renamed last month to press its claim […]
Read more »The Geopolitics of Technology in Indonesia
May 4th, 2023
Courtesy of The Diplomat, a look at the geopolitics of technology in Indonesia, where there are signs of sharpening strategic competition in technology-intensive sectors such as battery manufacturing, clean energy, and data centers: When we think of tech in Indonesia, the first thing that usually comes to mind are homegrown unicorns like GoTo and Traveloka, […]
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.