Beijing and Delhi’s One Hundred Year Development Plan
May 14th, 2020
Via Silk Road Briefing, commentary on China’s investment interest in, and strategy towards, India: Much has been made of recent Indian regulatory issues being anti-China investment in tone, however they failed to read the small print. India is in fact the current largest recipient of announced Chinese outbound investment right now, which has risen from […]
Read more »Will China Control The Global Internet Via Its Digital Silk Road?
May 11th, 2020
Via SupChina, a look at the Digital Silk Road: The “Digital Silk Road” (DSR) was introduced in 2015 by an official Chinese government white paper, as a component of Beijing’s Belt and Road Initiative (BRI). For years, it has been less an identifiable set of projects as much as it was a brand for virtually […]
Read more »China’s Belt and Road Keeps Steaming Ahead In Laos
May 11th, 2020
Via The Asia Times, commentary on how China’s Belt and Road keeps steaming ahead in Laos: Under fire for bullying neighbors in the South China Sea, China is patting itself on the back for the progress it is making on the 411-kilometer China-Laos railway through a sparsely populated nation that has barely been touched by the […]
Read more »China’s Expensive Bet On Africa Has Failed
May 10th, 2020
Via the Nikkei Asian Review, commentary on how the coronavirus driven crash in commodity prices has wasted $200 billion in Chinese investment and loans to African nations: China’s commercial activities in Africa, such as investments, infrastructure projects and bank lending, have long attracted scrutiny and criticism. Critics have accused Beijing of practicing a new form […]
Read more »The End of Emerging Markets?
May 4th, 2020
Via Foreign Policy, sober commentary on how economies such as Brazil, Indonesia, India, Russia, and Turkey face a daunting new reality. The story of the coronavirus has so far been told mostly from the perspective of rich countries, but its harshest effects will still likely be felt by the world’s poor. Africa’s cases rose by […]
Read more »Central Asian Rail Deal Allowing China to Bypass Russia, Expand Trade with Europe
April 27th, 2020
Via The Jamestown Foundation, an article on China’s efforts to find a rail route to Europe that bypasses Russia: For the last two decades, Moscow has counted on Beijing’s regular use of Russian railways to export Chinese goods to Europe. In turn, China’s reliance on Russian rail was based on the presumption that any substitute […]
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.