Archive for the ‘China’ Category

Train Diplomacy: Revisit the Efforts Made by Two Big Giants of Asia in Indonesia

Via Modern Diplomacy, an article on how Japan has long been seen as the leading Asian country in train technology and transportation systems. But with the rise of China and its Belt and Road Initiative, Japan’s long-standing leadership began to be threatened: As governments race to build new rail infrastructures to reintroduce this environmentally sustainable […]

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China’s Subsea Cable Drive Defies U.S. Sanctions

Via Nikkei Asia, a look at how subsea cables are set to become an even hotter battleground between the U.S. and China: For Chinese undersea cable maker Wuhan FiberHome International Technologies, being banned by the U.S. government is nothing to worry about. It has, in fact, been good for business.  “We don’t care about the […]

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Critical Infrastructure and Power Games in China-EU Relations

Via Institut Montaigne, a report on China’s investment in strategic infrastructure, though often overlooked, which was a primary factor in the decline of China-EU relations: Over the past decade, numerous factors have contributed to the deterioration of relations between China and the European Union. Of those factors, China’s investment in strategic infrastructure is often overlooked, […]

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For American Brands Worried About China, Is India the Future?

Courtesy of The New York Times, a look at how some multinational retailers are diminishing their dependence on Chinese factories by shifting production to India: Melissa & Doug had a situation. For decades, the American toy brand had leaned heavily on factories in China to make its products — wooden puzzles, stuffed animals, play mats. Suddenly, […]

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Playing Catch-up? West-China Competition in the Global South

Via Geopolitical Monitor, a report on West-China competition in the Global South: How does the West stand in the ‘Cold War 2’ contest with China for allies in the Global South? The straightforward answer is: poorly. Why? China decided to instrumentalize its overseas reserves in 2013 by announcing the Belt and Road Initiative (BRI) and putting […]

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How Big Is CCP Inc.?

Courtesy of Foreign Policy, a look at China’s sovereign funds: One of the enduring mysteries of China’s economic rise is why the country’s extended engagement with Western capitalism and democracy didn’t diminish the role of the state and lead to greater political and economic liberalization. After all, dictatorships in South Korea, Taiwan, Thailand, and other countries […]

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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.