Archive for the ‘China’ Category

Ecuador and China Conclude Free Trade Agreement Negotiations

Via The Diplomat, an article on China and Ecuador’s free trade discussions: After four rounds of negotiations and dozens of technical meetings, the Chinese and Ecuadorian teams successfully closed negotiations on a free trade agreement (FTA) between the two countries at the technical level. The FTA was negotiated over the course of 10 months, following […]

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“Brazil Needs China’s Experience To Re-Industrialize”

Via Panda Paw Dragon Claw, commentary on how the Lula administration will approach China and the BRI: On the first day of 2023, the 77-year old Luiz Inacio Lula da Silva was sworn in for the third time as Brazil’s president at an emotional and a bit unconventional inauguration ceremony, as former President Jair Bolsonaro intentionally skipped […]

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Marcos Jr: In Desperate Need of China’s Belt and Road?

Via Asia Times, an article on the Philippine leader’s trip to Beijing hat in hand with major infrastructure deficiencies and failings at home: Philippine President Ferdinand Marcos Jr’s maiden visit to China, the leader’s first major foreign trip scheduled for January 3-5, comes in the wake of a pressing infrastructure crisis at home. Over the weekend, […]

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After China, Globalization May Lead To Mexico

Courtesy of the New York Times, a look at how – as American companies seek to limit their exposure to the pitfalls of making goods in China – some are moving production to Mexico: As American companies recalibrate the risks of relying on Chinese factories to make their goods, some are shifting business to a […]

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China’s Growing Stake in World Ports Sharpens Attention on Political Influence

Via Newsweek, an article on China’s growing influence on world trade and global ports: Inching up the Elbe river to the German port of Hamburg in early September, colorful containers stacked on deck like outsized pieces of Lego, the Libra looked like any other massive vessel plying the world’s oceans. Yet she was more than […]

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India, Vietnam, Thailand, Malaysia, and Bangladesh: The World’s New Factories

Via BusinessInsider, a report on how India, Vietnam, Thailand, Malaysia, and Bangladesh are stepping up to replace China as the world’s factory: China’s COVID policies are pushing companies to diversify supply chains away from the country. They had already begun moving out due to geopolitical tensions and tariffs from the Trump era. India, Vietnam, Thailand, […]

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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.