Archive for the ‘China’ Category

Beijing to Bangkok Train Just a Few Links from Reality

Via Asia Times, a report on a Belt and Road Initiative-backed train connecting China to mainland Southeast Asia which is finally nearly done after years of delays and resistance: A Bangkok to Beijing train journey became one clickity-clack link closer with the completion by Thailand and Laos of a Mekong River railway bridge and tracks […]

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Global Trade Needs a China Alternative. India Needs Better Ports.

Via the New York Times, a report on how efforts to build new ports and expand existing docks could determine whether India emerges as a legitimate option for global factory production: The Rishiri Galaxy, a Panamian-flagged tanker one and a half times the length of a football field, sat tethered to the dock on a […]

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Morocco Attracts New Chinese Mega EV Battery Project

Via The North Africa Post, a report on a new Chinese battery investment in Morocco: Morocco’s electric vehicle battery ecosystem is gaining momentum with the announcement of a new $363.5 million investment to be injected by China’s BTR New Material Group in its second plant to be built in Mohammed VI Tangier Tech City. In […]

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Taliban and China Restart Copper Project

Via Nikkei Asia, a report on the Taliban and its Chinese partner restarting the controversial Mes Aynak copper project: A copper-mining project in Afghanistan finally got off the ground last month after a delay of over 16 years, but critics worry that a lack of independent supervision could lead to widespread pollution and the destruction […]

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Chinese Cash Paves Way For Complicated Cambodian Development

Via East Asia Forum, a report on Chinese investment in Cambodia: In May 2024, Cambodia acknowledged China’s significant economic and political support by renaming a major road in Phnom Penh to ‘Xi Jinping Boulevard’, highlighting Cambodia’s extensive Chinese-funded development projects such as the Phnom Penh-Sihanoukville Expressway and the Sihanoukville Special Economic Zone. But concerns have […]

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The Truth About Turkey’s ‘Pivot’ to China

Via Geopolitical Futures, an article on Turkey’s pivot to China: Turkey is on a diplomatic offensive to justify a foreign policy that some believe is too friendly to too many. On Aug. 11, Turkish Defense Minister Yasar Guler said in an interview that Turkey’s NATO membership does not preclude it from developing relations with the Shanghai Cooperation […]

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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.