Afghan-Sino Relations
September 19th, 2011
Via Afghan Lord, a detailed review of Afghan-Chinese relations: “…It is said that the Afghan-Chinese relationship goes back to the seventh century when Chinese monks traveled through Silk Road to visit the Buddha statues in Bamyian, blown up by Taliban in 2001. The Silk Road was not only used for a pilgrimage purpose, but also […]
Read more »Provincial China: Growing Up
September 8th, 2011
Via The Emerging Markets Insight blog, a detailed look at forecasted GDP growth rates for provincial China: China’s underground financial market has grown at an exponential rate to meet demand from credit-hungry small & medium enterprises. Unlicensed loan companies have mushroomed across the country with a high concentration in the Yangtze and Pearl Delta areas, […]
Read more »China’s CNPC Close To Afghan Oil Deal
September 5th, 2011
Via The Globe and Mail, a report that CNPC, the Chinese energy company, is poised to win the first oilfield to be tendered in Afghanistan since the U.S. ousted the Taliban in revenge for sheltering Osama bin Laden a decade ago. As the article notes: “…China’s push into Afghanistan is part of a broader drive […]
Read more »At The Pump, Ready To Gas Up: China’s Oil Groups Ready For More Deals
August 29th, 2011
Courtesy of The Financial Times, an interesting look at how China’s oil groups are ready for more deals: Sinopec reported a 12 per cent rise in net profit, to Rmb41bn, in the first half of the year, beating analysts’ expectations Solid first-half profits at China’s state-owned oil companies have paved the way for further […]
Read more »Brazil, the Un-China
August 23rd, 2011
Via Time, an interesting comparison of Brazil and China: When Brazilians contemplate the beauty of their country or the ability of their soccer team, they like to joke, “God is Brazilian.” It seems foreign investors have taken the joke seriously. No emerging nation has attracted portfolio flows the way Brazil has in recent years. Charts […]
Read more »China Turns To Mongolia For Natural Resources
July 17th, 2011
Via The Washington Post, an interesting article on China’s increased interest in, and acquisition of, Mongolia’s natural resources. As the report notes: Overlooking a deep black gash in the Gobi Desert, Od Jambaljamts watched Caterpillartrucks rumble across the rim of the world’s biggest undeveloped coal deposit — and mused on Mongolia’s good fortune to have […]
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.