Archive for the ‘China’ Category

Development Finance in Africa: The New Rerrain for US?China Rivalry

Via The Africa Report, commentary on how – as tensions grow around issues like critical minerals and debt – Chinese discourse about development is increasingly becoming more geopolitical: The US and China spend billions of dollars annually on development finance initiatives in Africa. The continent is consistently the largest recipient of loans, humanitarian assistance and […]

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China in Pakistan’s Power Sector: The Hidden Costs Behind Pakistan’s Energy Overcapacity

Via The Diplomat, a look at how contracts with Chinese power producers have left Pakistan footing a massive bill for inefficient supply – all while electricity shortfalls continue: According to the Economic Survey (2023-24), Pakistan’s power production capacity stands at 42,131 MW – almost double its domestic electricity demand. Yet Pakistan remains the only South […]

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Sahel Vacuum Provides Opportunities For China

Via VOA, a report on how the Sahel vacuum provides opportunities for China: Stretching from the Atlantic Ocean to the Red Sea, Africa’s Sahel region is experiencing security problems and surging anti-Western sentiment that could prove an opportunity for China, analysts say. China’s top diplomat was in the volatile Sahel last week as a part […]

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China and Sri Lanka Eye New Phase of BRI with $3.7bn Investment

Via Nikkei Asia, an article on China’s renewed BRI interest in Sri Lanka: Sri Lankan President Anura Kumara Dissanayake will wrap up his inaugural visit to China Friday after securing a landmark investment deal that can help his country’s struggling economy, while adding value to Beijing’s Belt and Road Initiative projects in the strategically-located island. […]

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China to Establish New Industrial Complex in Egypt Worth US$1.6B

Via The Egypt Independent, a report on a new Chinese industrial complex in Egypt worth US$1.6 billion: The Chinese Ambassador to Cairo, Liao Liqiang, revealed that a Chinese company has announced an investment worth US$1.6 billion to establish an industrial complex aiming to produce phosphate fertilizers in Egypt. “The first phase of the project aims […]

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What China Wants in Panama: More Trade, Projects and Influence

Via the New York Times, a report on Beijing’s efforts to expand its reach in Panama which have hit several obstacles, in part because of American pressure: There was talk of a high-speed rail line that China would build in Panama. A new subway line in Panama City. A modern container port. China has been […]

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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.