Archive for the ‘China’ Category

China’s “Maritime Road” Looks More Defensive Than Imperialist

Via The Economist, a look at China’s BRI-related foreign port-building that seems to focus more on protecting existing trade routes than expanding such: An old saying warns about Greeks bearing gifts, but it might fit the Chinese better. In the 1400s Zheng He, a Muslim slave who became the Ming empire’s admiral, led seven voyages south and west. […]

Read more »



An Undone Buckle? Trouble for Belt and Road in Myanmar

Via China Dialogue, an article on China’s new infrastructure route through Myanmar: A year ago, Myanmar and China signed an agreement to establish the China-Myanmar Economic Corridor (CMEC), as part of China’s Belt and Road global infrastructure initiative. Today, that corridor is mired in conflict between the Myanmar military and ethnic armed groups. Stretching 1,700km, […]

Read more »



Kyrgyzstan and Longhai: Chasing the Dragon

Via Eurasianet, an interesting look at the complexities of doing business in Central Asia with Chinese firms: One afternoon in late July 2012, Christopher Kliner and a colleague stepped out of an elevator into a penthouse apartment in the Chinese city of Qingdao expecting to talk business. What greeted them was a most peculiar sight.  […]

Read more »



Turkmenistan’s Gas Exports Hampered by Geopolitical Realities

Via The Jamestown Foundation, a report on Turkmenistan’s gas export visions are bumping up against geopolitical reality: On August 12, during the Caspian Economic Forum in Turkmenistan, Russia and Iran expressed their discontent regarding the long-proposed Trans-Caspian Gas Pipeline (TCP) project (see EDM, September 4). Russian Prime Minister Dmitry Medvedev stressed that all “major Caspian […]

Read more »



Khorgos or Khor-stops: Hype on the Belt and Road

Via The Diplomat, an updated look at Khorgos which is less transformative than its proponents believe – and yet it does illustrate some of the promise of the BRI: Since its announcement at Nazarbayev University in Kazakhstan in 2013, what has become known as China’s Belt and Road Initiative (BRI) has prompted a host of analyses […]

Read more »



The Emerging Markets In China’s Belt & Road Initiative

Via Silk Road Briefing, a look at the emerging markets In China’s Belt & Road Initiative: China’s MOFCOM and various news media outlets such as Xinhua, the People’s Daily and Global Times do their bit in both promoting the development of the Belt & Road Initiative and the impact it is having on China trade. […]

Read more »


ABOUT
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.