Archive for the ‘China’ Category

Chinese Investment in Kazakhstan Deepens With $2.5 Billion in New Deals

Via The Diplomat, an article on new Chinese investment in Kazakhstan, most of which involve a steel and mining company recently acquired and renamed by a state-owned private equity firm in the wake of a tragic mining accident: During a working visit to Shanghai this week, Kazakhstan’s Prime Minister Olzhas Bektenov attended a Kazakh-Chinese investment roundtable, […]

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China’s EV Makers Set Sights on Latin America in Global Expansion

Courtesy of the Wall Street Journal, a look at how Brazil is now the biggest overseas market for BYD as China pushes out Western carmakers from America’s backyard: When Ford Motor shut its factory here in 2021 after more than a century in the country, Uelcson Alves and the automaker’s thousands of other workers in this once-thriving […]

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The 10 Fastest-Developing Cities on Earth

Via Statista, a graphical look at the 10 fastest-developing cities on Earth: Out of the world’s top 15 growth hubs, 14 are forecast to be located in Asia, according to the Growth Hub Index 2024 by British real estate service Savills. These cities have been identified as set to develop particularly quickly by 2033, based on indicators […]

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America’s “One Somalia” Policy is a Gift to China

Via National Interest, commentary on how the U.S. State Department’s futile and ossified approach to Somaliland advances Beijing’s objectives in the Horn of Africa: On December 13, 2018, National Security Advisor John Bolton announced the Trump administration’s new Africa strategy. “Great power competitors, namely China and Russia, are rapidly expanding their financial and political influence […]

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Responding To China’s Growing Influence On Ports In The Global South

Via Center for Strategic and International Studies, commentary on how the West can respond to China’s growing influence on port infrastructure in the Global South: Port infrastructure around the world is critical to U.S. economic and military security. Although vitally important, it is an investment area where China is outpacing the United States. China now […]

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Rare Earths: How Beijing Tamed a Lawless Industry and Gained Global Influence

Courtesy of the New York Times, a look at how Chinese state-controlled companies now run an industry once known for its acid pits, radioactive waste and smugglers: As recently as 2010, few industries were as lawless, and yet as central to the global economy, as China’s production of rare earth metals. Consignments of rare earths […]

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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.