Archive for the ‘China’ Category

China: Can Fill West’s Role In Africa In Three Ways

Via The Asia Times, a look at how Chinese investment in critical minerals, arms sales and influence building through regional mediation are all wide open as the West exits Africa: With France fast losing its influence in west Africa’s Sahel region and an unpredictable US president in power, will China fill the vacuum? The Sahel […]

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China and Mongolia To Restart Rail Project Stalled for 16 Years

Via The Diplomat, a report on Mongolia’s Prime Minister Oyun-Erdene upcoming discussions with Chinese leaders which will focus on issues such as a long-desired cross-border railway and the coal trade, with domestic politics lurking in the background: The 2025 Asian Winter Games will be held in Harbin, the capital of China’s Heilongjiang Province, from February […]

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Trump, the Panama Canal and the Hong Kong Firm at the Heart of a Showdown

Courtesy of The New York Times, a report on how the Panama Canal’s two biggest ports are operated by a Hong Kong company with global reach. The Trump administration sees a Chinese threat to U.S. security. President Trump’s claim that China controls the Panama Canal has placed a Hong Kong tycoon and his conglomerate at […]

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Made In Morocco: How China’s EV Battery Makers Are Powering Past Western Tariffs

Via South China Morning Post, a report on how a Chinese-African joint venture is latest company to find way past Western trade barriers while leveraging region’s abundant battery materials: An electric vehicle (EV) battery parts maker has become the latest Chinese company to begin production in Morocco to target lucrative European and North American markets, […]

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The China-Myanmar Economic Corridor and the Limits of China’s BRI Agency

Via The Diplomat, a report on how CMEC and other Chinese business activities in Myanmar show how exposed China is to escalating conflict risks, and offer insight to the role it is playing in the ongoing civil war: Since the 2021 military coup in Myanmar, the country has experienced a resurgence of political violence. Fighting […]

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How China Aligned Itself with Saudi Arabia’s Vision 2030

Via the Carnegie Endowment, commentary on how China has aligned its cooperation model with Saudi Arabia’s own priorities, most notably since the kingdom unveiled its Vision 2030. Although China announced the Belt and Road Initiative in 2013, the big push in relations happened only after the ascendance of King Salman to the throne in 2015 […]

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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.