Archive for the ‘China’ Category

China’s Huaxin Cement to challenge Dangote, BUA after Lafarge Africa purchase

Via The Africa Report, commentary on how a new Chinese entrant in Nigerian cement is likely to ramp up competition: Dangote Cement and BUA face a new challenger in Nigeria from Chinese newcomer Huaxin Cement, which is buying an 83.8% stake in Lafarge Africa from Holcim. Holcim said in a statement on 1 December that the sale […]

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‘Modern Silk Road’ brings booming trade to China-Kazakhstan border

Via Nikkei Asia, a look at the booming trade at the China-Kazakhstan border: Trade is thriving along the “modern Silk Road,” which passes through a far-flung city on the border of China and Kazakhstan. Khorgos is about 3,500 kilometers due west of Beijing in China’s Xinjiang Uyghur Autonomous Region. Flying over the oil fields of […]

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India Could Be Apple and Samsung’s Solution to the Future of Phones

Via Wired, a look at how a quarter of all iPhones could be made outside China by 2025, most likely in India—a rapidly growing market with hundreds of millions of potential customers. And the race is on, as Samsung and Chinese brands are betting big there too. The giant companies that make the phones in our […]

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China Deepens Its Engagement With Taliban-Ruled Afghanistan

Courtesy of The Diplomat, a look at China’s vastly increased economic engagement with Afghanistan as it eyes a new node in the Belt and Road Initiative: On August 15, 2021, the Taliban took over Kabul and forced the U.S.-installed government of President Ashraf Ghani to escape overseas. From then on, the Taliban have ruled Afghanistan. […]

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China’s Wagner? Beijing Establishes Private Security Company in Myanmar

Via Geopolitical Monitor, an article on China’s use of a private security company in Myanmar: China is collaborating with the Myanmar military junta to establish a joint security company to protect Chinese investments and personnel in Myanmar. On October 22, 2024, the junta formed a working committee to draft a memorandum of understanding (MoU) for the initiative, […]

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Colombia Expands Commercial Ties with China Amid Belt and Road Concerns

Via Finance Colombia, an article on Colombia’s growing BRI ties with China: The Colombian government continues to enhance its commercial and industrial ties with China, as evidenced by the recent visit of Luis Carlos Reyes Hernández, Minister of Commerce, Industry, and Tourism, to Shanghai. The visit aimed to promote investment opportunities in areas such as […]

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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.