Archive for the ‘China’ Category

The Uncertain Future of the China-Myanmar Economic Corridor

Via The Diplomat, a report on how – despite the swearing-in of a new “civilian” government – progress on the project is likely to remain sluggish: With Myanmar’s now-former military chief Min Aung Hlaing having taken up the country’s presidency in civilian garb following a bogus election, this is an opportune moment to examine whether […]

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China Was Once Buying Up Sri Lankan Ports. Now It’s India’s Turn.

Courtesy of The Diplomat, a look at how the Indian Ocean has no shortage of distressed strategic assets: financially stressed yards, ports, and logistics infrastructure in small states that cannot sustain them independently. Nearly 20 years after China stirred fears about “debt trap diplomacy” with its construction and takeover of the Hambantota Port in Sri […]

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China’s $4.5 Billion Headache: The Niger-Benin Pipeline and the Limits of Non-Interference

Via The Diplomat, a look at how the question is no longer whether Beijing is meddling in African affairs, but how much longer it can pretend that it isn’t: In February 2026, the Chinese Embassy in Niamey sent out a warning to its citizens in Niger, urging them to avoid high-risk areas and to activate their emergency […]

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Why Did China Buy Up the World’s Ports?

Courtesy of Foreign Policy, a look at how Beijing’s port acquisition strategy is less focused on acquiring sovereign control, more so in assuring its own strategic security: After debating whether it was about regime change, nuclear weapons, or the defanging of regional proxies, the United States and Israel’s war with Iran reached an impasse at […]

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How China Reinvented the BRI

Via Foreign Policy, a look at how Western tariffs accelerated the BRI’s transformation into a sophisticated extension of China’s industrial policy: Not long ago, Western policymakers were writing the obituary of China’s Belt and Road Initiative (BRI). That verdict is now dangerously obsolete. The stark reality of 2025 has shattered the narrative of a Chinese retreat. […]

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The Politics of the China-Kyrgyzstan-Uzbekistan Railway

Via The Diplomat, a look at the China-Kyrgyzstan-Uzbekistan railway: In late March 2026, during the celebration of the Central Asian new year, Nawruz, Kyrgyz President Sadyr Japarov announced the latest target for the completion of  China-Kyrgyzstan-Uzbekistan (CKU) railway: 2030. “If now we live in a ‘dead-end’ country between Europe and China, with the completion of the construction of […]

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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.