Archive for the ‘China’ Category

China Digs Deep On Mineral Security As Battle For Resources With U.S. Intensifies

Via South China Morning Post, a report on how rare earths and critical minerals with economic and tech value are prioritised in Beijing’s plans to maintain dominance over global supplies: Having already reported a significant increase in mineral reserves that serve to enhance its self-sufficiency, China is digging deeper with plans to enhance support for […]

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The Nickel-based Industrial Paradox: Indonesian Resources, Chinese Profits

Via The Diplomat, commentary on whether Jakarta’s industrial incentives reflect misaligned priorities? Indonesia’s nickel downstreaming is one of the most debated industrial policies in the world today. With strong backing from Tsingshan Holding Group and Jiangsu Delong Nickel Industry Co Ltd, two major Chinese steel manufacturers, the Indonesian government has pursued an ambitious nickel-based industrial strategy, often […]

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Pakistan Rides China’s Donkey Demand To Rev Up Economy

Via Nikkei Asia, a report on Pakistan’s growing donkey export economy with China: Pakistan’s Gwadar port was heralded as the next Singapore when it opened for business more than a decade ago. But the China-funded site has failed to emerge as a commercial hub, underscored by a brand-new international airport that sits nearly empty. Now, […]

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China Set To Extend Reach in South Pacific with Cook Islands Deal

Via The Washington Post, commentary on the recent agreement between China and the Cook Islands: China and the South Pacific nation of the Cook Islands are poised to sign a comprehensive strategic partnership deal on Friday, raising alarm that Beijing is extending its reach into the region in ways that could have security and environmental consequences. […]

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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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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.