China & India: The ‘Siege’ of Africa
August 24th, 2009
Via Forbes India, a report on the “siege” of Africa by China and India. As the article notes, the two countries have adopted two different strategies to engage Africa: one is trying to impress with state-sponsored might, giving away goodies and walking away with plum deals; the other is primarily sending private citizens to build […]
Read more »Digging For Hope In Afghanistan
August 7th, 2009
Courtesy of The New York Times, an interesting look at Afghanistan’s mining development and mineral potential. As the article notes: “…Afghanistan’s mining ministry, emboldened by its first copper tender and undeterred by escalating violence, is inviting more bids in hopes the industry can eventually drive economic growth and help bring security. …Yet it also has […]
Read more »Chinese Marketers Look Overseas
July 29th, 2009
Via Advertising Age (subscription required), a detailed look at how internationally-minded Chinese companies are trying to build brands and retail operations overseas, such as Li Ning (who hopes its Italian sportswear brand will appeal to hip teens), Chery, Haier, and Lenovo. As the article notes: “…The global recession has turned cash-hungry western companies into takeover […]
Read more »Bullish On Africa In The China Shop…
July 12th, 2009
Via Energy Daily, an update on China’s energy “shopping spree” in Africa. As the article notes: China’s oil companies, buoyed by the country’s foreign exchange reserves that now top $2 trillion for the first time, are on another buying spree in Africa, further challenging the century-long domination of the continent’s mineral wealth by Europe’s great […]
Read more »China’s New Frontier: South America
July 5th, 2009
Courtesy of Fortune, an interesting report on the global reach of China’s telecommunications equipment manufacturers. As the article notes, having already conquered Africa & Asia, they are now looking towards South America for growth: “At phone operator Movistar’s sales offices in Buenos Aires, customers line up to buy high-speed wireless services to access the web […]
Read more »Regional Implications Of A Completed Chinese-Kazakh Pipeline
July 1st, 2009
Via Stratfor (subscription required), interesting analysis of the broader regional implications of the recently completed pipeline between China and Kazakhstan, particularly for Russia. As the article notes: “…Kazakhstan has finished constructing the final segment of a strategically important oil pipeline running from the Caspian Sea to western China, according to a July 1 announcement from […]
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.