Archive for the ‘China’ Category

Can India’s Economy Thrive Without China’s Help?

Courtesy of The Financial Times, a look at how India’s restrictions on technology and people from its rival risk stifling its ambitions to become a manufacturing superpower: At a testing facility near the town of Cheyyar in India’s southern Tamil Nadu state, a new generation of Mahindra Group vehicles are being put through their paces. […]

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A New Dawn for Afghanistan’s Mes Aynak Copper Mine?

Via The Diplomat, an article on how – with a ribbon-cutting ceremony marking the start of work on an access road – the Taliban and China aim to get the Mes Aynak project underway again: After 16 years of delays, last week representatives of Afghanistan’s Taliban government and Chinese engineers broke ground at Mes Aynak, estimated […]

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China Making Inroads In Africa: A Huge Challenge For American Hegemony

Via Eurasia Review, commentary on China’s investment inroads in Africa: Africa has been an important trade route, has been a big market of slave trade, and had been a continent of colonization by the Netherlands, Portugal, Spain, the great Britain, and France from the 15th to 20th centuries. It is the second most largest continent […]

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EV Boom Led Chinese Takeover of Indonesian Nickel Industry

Via CNBC, a report on how the EV boom led Chinese companies to take over Indonesia’s nickel industry: Nickel mining in Indonesia has surged, making it the world’s top producer of the metal. With over 14 active mines, Indonesia supplies more than 40% of global nickel demand, driven by its crucial role in electric vehicle (EV) batteries. […]

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Indonesia Moves to Reduce Chinese Ownership of Nickel Projects

Courtesy of Financial Times, an article on Indonesian efforts to reduce Chinese ownership of its nickel projects: Indonesia is trying to reduce Chinese investment in new nickel mining and processing projects to help its industry qualify for tax breaks in the US, as the Biden administration seeks to curb Beijing’s influence in the electric vehicle […]

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The ‘Corridorizing’ of Asia: Cooperation, Competition, and Consequences

Via The Diplomat, an article on the intense competition, epitomized by competing “corridors,” is emerging in Asia and beyond between the U.S., China, and Russia: “Corridor” has become a ubiquitous buzzword in governance and analyst circles. To fully assess the meaning of “corridors” it is appropriate to fashion an outline of a definition. While the […]

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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.