Archive for the ‘China’ Category

China’s Port Power

Via The Wire, a report on a massive new Chinese-owned port in Peru that is set to extend the country’s influence in South America: Chancay Port Terminal, Peru. Credit: Presidencia del Consejo de Ministros del Perú via Flickr Five years ago, Chancay was just an ordinary tourist town about 50 miles from Peru’s capital, Lima, with its […]

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China in Central America: Just a Mirage?

Via The Diplomat, a look at China’s presence in Central America: Although Costa Rica has recognized Beijing as its diplomatic partner since 2007, the regional avalanche in favor of China truly began with Panama in 2017, followed by El Salvador in 2018, Nicaragua in 2021, and Honduras in 2023. The rapprochements between Central American nations […]

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China is Winning the Global South

Via National Interest, commentary on how – wthe United States and its allies have focused extensively on the military and technological fronts in competing with China – the third front in the Global South remains critical yet underappreciated: Great Power Competition, sometimes called the Second Cold War, is unfolding on a global scale. The United States […]

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China’s Belt And Road Initiative: A Critical Analysis

Via Eurasia Review, commentary on China BRI: China’s Silk Road OBOR (One Road One Belt) project The Asia Pacific region appears to be enthralled by China’s Belt and Road Initiative (BRI) which is basically aimed at developing infrastructure in the participating countries. According to Eric Brown, Research analyst of the Geopolitical Economic Risk, Belt and […]

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Nepal Asks China to Wipe Away a Loan It Can’t Afford to Pay Back

Via New York Times, an article on how a new government in Nepal has formally asked for relief from a $216 million debt it incurred for construction of an airport in Pokhara that has been beset by problems: When Nepal’s new international airport opened last year in one of the country’s biggest cities, it was […]

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A Glimpse Into Indonesia’s Nickel Policy

Via the Lowy Institute, a look at Indonesia’ nickel industry and China’s involvement therein: Since 2020, Indonesia has tried to transform itself from an exporter of nickel into a key player in the global nickel value chain by banning exports of the raw material in an effort to incentivise nickel customers to invest in “downstream” […]

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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.