Archive for the ‘China’ Category

Business as Usual: Chinese Investments After the Myanmar Coup

Via The Diplomat, an article on Chinese investments in Myanmar which – paradoxically – involves collaboration with the Myanmar military which could mean more instability in the long run: Since the coup in Myanmar on February 1, some foreign investors have pulled out, suspended, or scaled down their businesses in the country. Chinese state-owned enterprises (SOEs), however, […]

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The Belt and Road’s Future In Taliban-ruled Afghanistan

Via The Diplomat, a look at BRI’s future in a Taliban-ruled Afghanistan: When the United States and its allies began evacuating from Kabul on August 15, as the Taliban entered the Afghan capital, China decided to keep its embassy open and claimed it was ready for friendly relations with the Taliban. State Councillor and Foreign Minister […]

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The Afghanistan-China Belt & Road Initiative

Via Silk Road Briefing, a look at potential BRI routes exist along the Wakhan Corridor and via Tajikistan and Kyrgyzstan, but it is Pakistani access to Kabul that looks the better option – as long as the Taliban can provide stability, develop Afghan society, and refrain from regional aggression International media has focused on Afghanistan these past […]

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Iran’s Chabahar Port And Bangladesh’s West Asian Reconnection Opportunity

Via Silk Road Briefing, a report on the potential for Chabahar to scale Bangladesh’s west Asian reconnections: For decades now India has made requests to Pakistan concerning the provision of overland transit facilities to markets in Iran and beyond, in return for the millions of dollars Islamabad would earn in transit fees. Pakistan has never agreed. […]

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CPEC’s Shifting Power Dynamics

Via the Asia Times, a report on CPEC’s changing power dynamics: Pakistan is changing direction on China’s Belt and Road in an apparent bid to assuage Beijing amid rising security risks to its in-country nationals, interests and investments. In a surprise and still unexplained move, Prime Minister Imran Khan announced last week that businessman Khalid […]

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Pakistan’s Key CPEC Port: Reality A Long Way From Vision

Via The Third Pole, a close look at Gwadar – Pakistan’s key CPEC port which is a long way from trade hub vision: There are big plans for Pakistan’s southern coastal city of Gwadar. Pakistan and China are making a considerable effort – and pledging close to USD 700 million in investment – to transform what […]

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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.