Archive for the ‘China’ Category

China’s “Rason d’Etre” For Investing In North Korea

Via STRATFOR, some analysis on the reported Chinese investment in North Korea’s Rajin-Sonbong Special Economic Zone.  As the article notes: “…The Chinese Foreign Ministry denied allegations made in a Feb. 16 South Korean media report regarding its agreement with North Korea to jointly develop the Rajin-Sonbong Special Economic Zone, a port area in northeast North […]

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Thorns In China’s African Dream

Courtesy of China Dialogue, a look at some of the challenges that Chinese companies are on the ground in Africa as they ignore local politics and stir hostilities.   As the article notes: The importance of Africa to China is easily understood: it offers a huge market, rich supplies of natural resources and raw materials and […]

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How the West Is Missing China’s Geopolitical Focus

Courtesy of The Oil and The Glory, an interesting article on how the West is wholly missing China’s geopolitical focus.  As the report notes: On a recent visit to China, Turkmenistan President Gurbanguly Berdymukhamedov smiled broadly as he was awarded the title of Emeritus Professor at Peking University. Yet his satisfaction was probably less  the […]

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China Wins Afghan Oil Contract

Via Foreign Policy, a report that China has won an Afghan oil contract: Any suspicions that the US went into Afghanistan to secure access to resources went out the window last week. On Wednesday, Tom A. Peter over at the Christian Science Monitor reported, “China’s National Petroleum Corporation became the first foreign company to tap […]

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China and Oil-backed Loans in Angola

Via China In Africa, an interesting look at China’s oil-backed loans in Angola: The story of China in Angola has been told so often, and almost always those telling the story neglect the larger context of how Chinese banks fit into a pre-existing system whereby Angolans financed so much of their government spending for so […]

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Oil Interests Push China Into Sudanese Mire

Courtesy of The Washington Post, a report on how China’s growing appetite for energy has led it into the messy politics and tensions of Sudan.  As the article notes: At a restaurant along the River Nile offering crocodile and ostrich meat, officials of the world’s newest — and desperately destitute — nation hosted a lunch […]

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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.