Macau Is the Casino Capital of the World. For China, That’s Not Enough.
December 22nd, 2024
Courtesy of the New York Times, a look at how – a quarter century after the former Portuguese colony was made a Chinese territory – Macau’s economic boundaries with the mainland are being blurred: Macau, the world’s gambling capital, is becoming more intertwined with a Chinese neighbor — one person, train and building at a […]
Read more »Myanmar Civil War Casts Shadow over China’s CMEC Corridor
December 16th, 2024
Via Geopolitical Monitor, a look at the shadow that Myanmar’s civil war is casting over China’s CMEC Corridor: Over the past decade, China’s Belt and Road Initiative (BRI) investments in Myanmar have focused on the development of the China-Myanmar Economic Corridor (CMEC), a major infrastructure project designed to connect China’s Yunnan Province to the Indian Ocean via […]
Read more »China’s Huaxin Cement to challenge Dangote, BUA after Lafarge Africa purchase
December 10th, 2024
Via The Africa Report, commentary on how a new Chinese entrant in Nigerian cement is likely to ramp up competition: Dangote Cement and BUA face a new challenger in Nigeria from Chinese newcomer Huaxin Cement, which is buying an 83.8% stake in Lafarge Africa from Holcim. Holcim said in a statement on 1 December that the sale […]
Read more »‘Modern Silk Road’ brings booming trade to China-Kazakhstan border
December 9th, 2024
Via Nikkei Asia, a look at the booming trade at the China-Kazakhstan border: Trade is thriving along the “modern Silk Road,” which passes through a far-flung city on the border of China and Kazakhstan. Khorgos is about 3,500 kilometers due west of Beijing in China’s Xinjiang Uyghur Autonomous Region. Flying over the oil fields of […]
Read more »India Could Be Apple and Samsung’s Solution to the Future of Phones
December 8th, 2024
Via Wired, a look at how a quarter of all iPhones could be made outside China by 2025, most likely in India—a rapidly growing market with hundreds of millions of potential customers. And the race is on, as Samsung and Chinese brands are betting big there too. The giant companies that make the phones in our […]
Read more »China Deepens Its Engagement With Taliban-Ruled Afghanistan
December 3rd, 2024
Courtesy of The Diplomat, a look at China’s vastly increased economic engagement with Afghanistan as it eyes a new node in the Belt and Road Initiative: On August 15, 2021, the Taliban took over Kabul and forced the U.S.-installed government of President Ashraf Ghani to escape overseas. From then on, the Taliban have ruled Afghanistan. […]
Read more »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.