China’s Second Tier Cities: On The Rise
December 8th, 2012
Via newgeography, an interesting look at China’s second tier cities: Recent media attention has focused on a slowdown in China. The actual state of play in China that should be watched, though, is rather different. While residents of first and second-tier cities such as Shanghai, Beijing and Shenzhen can still be seen holding Louis Vuitton […]
Read more »Chinese Inroads Into Central Asia: Focus on Oil and Gas
November 21st, 2012
Via the Journal of Energy Security, a report on China’s efforts to focus on oil & gas opportunities in Central Asia: There is no question that if any country has experienced unprecedented economic growth over the past two decades, it is China. Since 2008, at a time when global economies recorded one of their slowest […]
Read more »The Age Of The Affluent: The Dynamics Of China’s Next Consumption Engine
November 16th, 2012
Via WorldCrunch, an article stating that China’s middle class will triple in the next 10 years, according to a new report by the Boston Consulting Group(BCG). By 2020, it should have 280 million affluent consumers, representing 35% of the country’s consumption and 5% of the world’s total consumption. The report, titled The Age of the […]
Read more »Russia And China: Shared (Border) Interests
November 14th, 2012
Via Mark Mobius, some commentary on the shared interests of Russia and China: Whether our neighbors are as close as the airplane seat next to us or across a national border, most would probably agree that while we may not see eye to eye, peaceful cooperation makes more sense than tense relations. China and Russia […]
Read more »China’s Obstacles to Investing in Mongolian Mining
October 10th, 2012
Courtesy of STRATFOR (subscription required), a report on China’s challenges to establishing large scale mining projects in Mongolia: A coal mine in China’s Inner Mongolia province in 2010 In 2010, Chinese state-owned mining companies began making several ambitious bids for stakes in Mongolian coal and metals mining operations. The moves reflected Beijing’s ongoing efforts to […]
Read more »The Sino Indian Vietnamese Triangle: Old Grudges, Hydrocarbons, And Geopolitical Gamesmanship
September 14th, 2012
Via Energy Tribune, a very interesting two-part series examining the complicated history of the relationships between India, China, and Vietnam, especially as they revolve around oil & gas resources: Vietnam is a country that has seen its share of war, suffering and hardship. From its days of French colonial rule and the 1950s war to […]
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.