Archive for the ‘China’ Category

Bangladesh: A Chinese Stitch-Up?

Via The Financial Times, a report on Bangladesh’s low-wage manufacturing potential vis-a-vis China.  As the article notes: “…Bangladesh could be this decade’s great usurper if it manages to sidle into the low-value manufacturing gap China is leaving in its wake as it moves up the value-adding ladder. And if a report by McKinsey, the consultancy, […]

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Myanmar: Pivot Point Of China’s Grand Economic Strategy For Western China

Courtesy of the Global Times, a look at the impact that the United States’ recent efforts to engage Myanmar may have upon China’s long-term strategic interest in the country: US Secretary of State Hillary Clinton’s visit to Myanmar, starting today, will further unnerve China, which has recently been increasingly worried that the aim of the […]

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Booming Chinese Brands That Could Take Over The World

“When will the Chinese develop a truly global brand?” is a question that is frequently asked, and one that the Business Insider takes on in its report titled top “18 Booming Chinese Brands That Could Tkae Over The World”.  While firms like Lenovo, Huawei, and Haier have been making their mark for some time, here […]

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Brazil to Join the Battle for Africa’s Energy Riches

Via OilPrice.com, an interesting report on Brazil’s increased interest in Africa’s energy resources: In October Brazilian President Dilma Rousseff made a state visit to Africa, consisting of South Africa, Mozambique and Angola. Quick – what was President Roussef’s insider edge in Mozambique and Angola? Two things. First, Brazil, along with Angola and Mozambique, were originally […]

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Today’s Great Game: China, India, Iran and Pakistan Crowd Russia in Central Aisa

Courtesy of James Brooke, an interesting look at the geopolitics of Central Asia: When I was in Dushanbe, India’s defense minister just happened to be in the neighborhood, and popped in for a visit. After the traditional bread and honey welcome ceremony at the airport, he met behind closed doors with Tajikistan’s defense minister and […]

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China: Passing The Buck in Afghanistan?

Via Foreign Policy, an interesting article on China’s economic interests in Afghanistan which, so far, have not been mirrored by any security investments.  As the report notes: “…As we pass the 10-year anniversary of the US-led war in Afghanistan, most attention has been focused on how much longer the United States intends to stay in […]

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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.