Japan’s Convenience Store Chains Chase Growth Across Asia
June 7th, 2024
Courtesy of Nikkei Asia, an interesting article on Japan’s convenience store chains having to look abroad in Asia for more growth: It’s 50 years since Kenji Yamamoto opened the doors at what would become part of the fabric of Japan: the country’s first modern-day convenience store. But 50 years from now, Japan’s population is projected […]
Read more »Chinese Lithium Giant’s Chile Headache Telling of Growing Global Resource Protectionism
June 5th, 2024
Via Caixin, a report on a Chinese lithium giant’s Chilean headache: The Chilean government’s move to take greater control over the country’s largest lithium reserve in a deal with local giant SQM has put its Chinese shareholder Tianqi Lithium in a bind, and comes as developing nations around the world take a greater interest in […]
Read more »China Expands Its Oil Ties in Iraq
June 5th, 2024
Via The Diplomat, a look at how China’s dominance in Iraq’s energy sector creates political interdependence between the two countries: China is the world’s largest crude oil importer, importing more than 11 million barrels daily. Almost half of this import need is supplied from Middle Eastern countries, although Russia is the single-largest supply of crude oil […]
Read more »Chinese Businesses Target Vietnam and Mexico as Trade Tensions with US Rise
June 3rd, 2024
Courtesy of The Financial Times, a look at how Chinese investment is increasing in countries that offer alternative supply chain route to US: Chinese businesses are increasingly favouring investment in countries including Vietnam and Mexico as trade tensions rise between western governments and Beijing. During the year to March, at least 41 Chinese manufacturing and […]
Read more »Chinese-Led Consortium To Build Massive Port Project On Georgia’s Black Sea Coast
June 2nd, 2024
Via Radio Free Europe, an article on a Chinese-led consortium’s plans to build a massive port on Georgia Black Sea coast: Georgia has announced that a Chinese consortium submitted the sole bid to build a sprawling deep-sea port in Anaklia, ending a multiyear political saga over the megaproject that puts Tbilisi’s growing ties with Beijing in […]
Read more »The Great CPEC Mirage
May 30th, 2024
Via Dawn, commentary on CPEC: IF you think China is gearing up for another round of massive business investments in Pakistan then I have a power plant to sell you. No such thing is about to happen and all the noise around a revival of the China-Pakistan Economic Corridor (CPEC) is either wishful thinking (at best) or […]
Read more »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.