Archive for the ‘China’ Category

North Korea: A Kimdom Awaits For Investors

Via the Asia Times, a look at how, while many investors are salivating at the prospects in North Korea, a handful of players are already seeing profits: In offices overlooking the Yalu River in Dandong, China, at a rural real estate agency just south of the inter-Korean DMZ, and among the glass and steel office […]

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North Korea Border Town Is Now China’s Hottest Property Market

Via Bloomberg, an article looking at how Dandong’s new-home sales are surging amid Kim’s surprise peace embrace: A North Korea border town has suddenly become China’s new hot property market, as Kim Jong Un’s embrace of peace sparks a buying frenzy. New home sales in Dandong, which sits across the Yalu River from North Korea and […]

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Is China a Colonial Power?

Via The New York Times, commentary on China’s BRI and new Silk Road: In a lesser-known novel, “Claudius Bombarnac,” Jules Verne describes the adventures of the titular foreign correspondent as he rides the “Grand Transasiatic Railway” from the “European frontier” to “the capital of the Celestial Empire.” A cast of international characters, by turns comical, […]

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Caspian Games: Central Asian ‘Stans’ Vie For Connectivity Market

Via The Asia Times, a report on what some have referred to as ‘Pipelineistan’, but with its Belt and Road Initiative, China is set to be the top game-changer: Azerbaijan held a presidential election this month. Predictably, incumbent leader Ilham Aliyev won his fourth consecutive term with a Kim dynasty-esque 86% of the votes. International monitors […]

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Central Asia: Refocusing Economic Links Towards China Instead of Russia

Courtesy of STRATFOR (subscription required), a look at how Central Asia has restructured its economic links over the past decade, as China has outpaced Russia in the region on trade, investment and infrastructure development: Central Asia has undergone a significant economic transformation in recent years as trade and investment in the region have shifted away from […]

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Is China’s Belt and Road working?

Via the Nikkei Asian Review, an interesting look at the progress of China’s BRI initiative: The idea of transforming the ancient fishing village of Gwadar into a bustling port city has been around since at least 1954, when Pakistan commissioned the U.S. Geological Survey to examine its coastline. Their conclusion: Gwadar, which sits on the […]

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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.