Archive for the ‘China’ Category

Peru Follows the Money to China

Via Geopolitical Futures, a look at Peru’s pursuit of Chinese investment: Peruvian President Dina Boluarte will pay a weeklong visit to China at the end of June – the first head of state to do so in nearly a decade. While there, she will meet with the CEOs of Huawei and BYD and with principals […]

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China’s Demand for Durian Is Creating Fortunes in Southeast Asia

Courtesy of the New York Times, a report on how demand for durian – known for its rich taste and intense smell – has reshaped parts of Southeast Asia, where it has long been a staple: Before he started a company 15 years ago selling the world’s smelliest fruit, Eric Chan had a well-paying job […]

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As China Scrambles for Zimbabwe’s Lithium, Small Miners Are Left Behind

Via Al Jazeera, an article on how small miners in Zimbabwe are impacted by China’s growing role in the market: On a winter’s morning in Shamva, in Zimbabwe’s Mashonaland Central province, Brenda, a single mother of three, is on the hunt for lithium ore. The 39-year-old, who asked that only her first name be used, […]

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China’s Dependency On Potash Imports Could Give Tiny Laos Rare Leverage

Via Eurasia Review, commentary that China’s dependency on potash imports could give Laos rare leverage: Let’s start with the good news – potentially great news, in fact – for Southeast Asia: Laos could be sitting on 10 billion tons of potash, one of the three main fertilizers used in global agriculture.  In 2022, a subsidiary […]

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China Eyes Sea of Japan Access via Russia-North Korea Border River

Via Nikkei Asia, a report on a proposal that China could access the Sea of Japan via a Russia-North Korea border river: China, Russia and North Korea are expected to start discussions soon about allowing ships to navigate a border river into the Sea of Japan, which could have major security implications for Tokyo. The […]

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China Hands Over Keys to the Railway As African Countries Take Control of 2 Major Belt and Road Projects

Via South China Morning Post, an article on China handing over the keys to the railway as African countries take control of 2 major belt and road projects: The Addis Ababa-Djibouti Railway and the Mombasa-Nairobi Standard Gauge Railway have both had recent handovers from Chinese operators Observers say training workers is part of China’s localisation […]

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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.