Archive for the ‘China’ Category

Chinese Companies Set Their Sights on Brazil

Courtesy of the New York Times, a report on how – confronted with tariffs and scrutiny in the United States and Europe – Chinese consumer brands are betting that they can become household names in Latin America’s biggest economy: Chinese companies urgently need to find new markets. Competition is intense at home, where the collapse […]

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Chinese Investment Meets Fertile Ground In Morocco

Via Global Times, a look at how Chinese investments meet fertile ground in Morocco’s automotive, aeronautics, textile, agriculture, aquaculture sectors: Editor’s Note: This year marks the 12th anniversary of China-proposed Belt and Road Initiative (BRI). Under the initiative, cooperation between China and Africa has entered the fast lane in recent years. Morocco is among the […]

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China’s Gray-Zone Infrastructure Strategy on the Tibetan Plateau: Roads, Dams, and Digital Domination

Via Center for Strategic and International Studies, a look at China’s gray-zone infrastructure strategy on the Tibetan Plateau: China’s use of critical infrastructure to control downstream water supply will threaten vital economic activities and life. China’s People’s Liberation Army (PLA) will leverage rail and road networks to strengthen its positions near the Line of Actual […]

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Beyond Geopolitics: The Domestic Drivers of China-Iran Cooperation on the Belt and Road Initiative

Via The Diplomat, a look at how the alignment of domestic socioeconomic interests is a key driver for continued Sino-Iranian cooperation, despite U.S.-led sanctions: More than a decade after the announcement of the Belt and Road Initiative (BRI), its transformation of global supply chains and trade flows has garnered significant attention. Nevertheless, despite being identified as a crucial country […]

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China: The World’s First Electrostate?

Courtesy of The Financial Times, an excellent article with compelling graphs about China’s long march towards national electrification: China could be on its way to becoming the world’s first major “electrostate”, with its electrification rate climbing to 30 per cent, ahead of the EU and US where electricity as a final share of energy has […]

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China Turns To PPP To Fund Big Projects In Africa

Via South China Morning Post, a look at how Chinese companies are teaming up with African governments to fund infrastructure while reducing financial risk and easing debt pressure: China has turned to public-private partnerships (PPP) to finance big African infrastructure projects under a grand China investment initiative, a shift experts said could reduce Beijing’s financial risks while easing debt […]

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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.