Archive for the ‘China’ Category

The Digital Silk Road

Via the World Economic Forum, a detailed look at the digital Silk Road: China’s Belt and Road Initiative (BRI) involves a trillion-dollar investment programme to enhance economic interconnectivity and facilitate development across Eurasia, East Africa and close to 100 partner countries. “Belt and Road” brings to mind a web of enormous physical infrastructures, such as […]

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A Chinese Company Reshaping the World Leaves a Troubled Trail

Via Bloomberg, commentary on CCCC, Belt and Road’s biggest builder, which is besieged by allegations of fraud, corruption, and environmental damage: Christopher Fernando knows the price of rapacious development. It has eaten his kitchen. Only the sink remains along what was once an outer wall of Fernando’s seafront home on the west coast of Sri Lanka, about […]

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China To Join Turkmenistan-Afghanistan-Pakistan-India Pipeline?

Via Silk Road Briefing, an interesting look at the possibility of China joining the Turkmenistan-Afghanistan-Pakistan-India Pipeline: China has expressed interest in joining the Turkmenistan-Afghanistan-Pakistan-India (TAPI) gas pipeline project, by building a link from Pakistan to China. This could act as alternative to Chinese plans to build a fourth China-to-Turkmenistan pipeline. The China-to-Turkmenistan line has to cross […]

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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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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.