Archive for the ‘China’ Category

Beijing Doubles Down On The Belt And Road Initiative And On Africa

Via Forbes, an article on China’s BRI focus on Africa: Despite China’s clear economic troubles and already huge debt overhang, Beijing has decided to step up its Belt and Road initiative (BRI) in Africa. For a while, it looked as though both Beijing and its BRI clients were stepping away from the arrangements. But earlier […]

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China Is Striking Deals to Cement Its Role as Asia’s Trade Hub

Courtesy of The New York Times, a look at how Beijing’s leaders are working with regional neighbors on the country’s western, northern and southern borders to develop new rail and sea links. China has made several moves in recent months to advance its ambitious aim to become the trade and transportation hub of Asia. To […]

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Western Nations Join Forces To Break China’s Grip On Critical Minerals

Courtesy of The Financial Times, an article on a coalition of 14 governments which announced a financing network for projects to provide raw materials required by tech industry: Western nations are directing their development finance and export credit agencies to work with private industry to support critical minerals projects, in a drive to break China’s […]

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The Implications of Brazil Joining China’s Belt and Road Initiative

Via Stratfor RANE’s Worldview, analysis of the implications of Brazil joining China’s Belt and Road Initiative: Despite China’s declining investment volumes in Brazil, strengthening cooperation remains of interest to both countries, which will likely see Brazil join China’s Belt and Road Initiative, potentially before the end of the year. Recent diplomatic discussions between Brazil and China […]

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Will Cambodia’s Funan Techo Canal Be A Success?

Via Eurasia Review, analysis of Cambodia’s Funan Techo canal: Mot Yen’s ramshackle kitchen is nestled under an old mango tree. It’s near the end of the season and there’s no fruit on the branches. Part of the kitchen wall has fallen off but the family doesn’t plan to fix it. “We’re moving anyway,” the 56-year-old […]

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China Spent Millions On A New Trade Route – Then A War Got In The Way

Via BBC, a report on the uncertain fate of China’s ambitious plan to connect its landlocked southwest to the Indian Ocean via Myanmar: “One village, two countries” used to be the tagline for Yinjing on China’s south-western edge. An old tourist sign boasts of a border with Myanmar made of just “bamboo fences, ditches and […]

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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.