Archive for the ‘China’ Category

‘China Is Not Cuba’s Sugar Daddy’

Courtesy of The Financial Times, a report on Havana’s economic collapse is hampering relations with Beijing: It is the only communist nation in the Americas, was the first in the western hemisphere to recognise the People’s Republic of China and is described by Beijing as “good brother, good comrade, good friend”. But despite their shared […]

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China’s Ports Edge

Via The Wire,  a look at how Chinese ports continue to outperform their American counterparts: For three days last week, dockworkers no longer dotted the terminals at ports across the U.S.’s eastern and Gulf Coasts. The short-lived strike ended after the U.S. Maritime Alliance, which represents the port operators, agreed to raise salaries, allaying fears […]

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China’s Zijin and Australia’s AVZ Grapple Over DRC’s Lithium

Via The Africa Report, a report on the tussle between China’s Zijin and Australia’s AVZ over the DRC’s lithium: Home to one of the largest untapped lithium deposits in the world, the Manono site in the Democratic Republic of Congo has become the scene of a fierce commercial battle. To the naked eye, these thousands […]

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Two Paths: Why States Join or Avoid China’s Belt and Road Initiative

Courtesy of Oxford Academic, an interesting new paper examining why countries join or avoid China’s BRI: Abstract Although China’s motives for developing the Belt and Road Initiative (BRI) have been well studied, scholars have yet to comprehensively examine why states seek to join the initiative. We fill this gap by examining how and why states […]

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Can China’s Global South Strategy Achieve Its Objectives in Central Asia?

Courtesy of The Diplomat, a report on China’s foreign policy toward Kazakhstan and Kyrgyzstan which has had contrasting results over the years: The notion of the Global South has been characterized as “an intellectually elusive but emotionally rich term.” The multifaceted term Global South can refer to over 120 countries. It is used to describe regions and nations suffering […]

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Copper: Now and in the Future

Via Geopolitical Futures, an interesting look at the geopolitical challenges in copper mining are significant, particularly in Latin America and Africa: Copper is crucial to the global economy, and its importance is only going up. Historically, copper has been vital in construction, electrical networks and transportation. But now it is also in high demand 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.