Archive for the ‘China’ Category

With Iran Port Deal, India To Expand Central Asia Trade, Counter China

Via Nikkei Asia, an article on India’s efforts to expand Central Asian trade while countering China via its Chabahar Port agreement: India’s signing of a 10-year contract this month to develop and operate the strategic Iranian port of Chabahar — which is seen as a gateway to landlocked Afghanistan and energy-rich Central Asia — could […]

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China’s Digital Silk Road: Taking Its Shot at Global Stage

Via East Asia Forum, a report on China’s Digital Silk Road: China’s Digital Silk Road initiative aims to expand digital technologies in developing countries, posing a challenge to US technological dominance and raising security concerns due to the potential for surveillance and data collection. Despite US sanctions and increased domestic production, Chinese tech companies like […]

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Face It, Putin: China Is Just Not That Into Your Gas Pipeline

Courtesy of Bloomberg, commentary on China’s waning interest in the proposed Russian-Chinese gas pipeline, dubbed Power of Siberia 2: Underneath all the bombast and saber rattling that plays out whenever President Xi Jinping and his Russian counterpart Vladimir Putin meet up, there’s always an undertone that sounds more like a plot line from a high […]

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Zimbabwe in Talks with China for $533 Million Revamp of State Railway Company

Via Bloomberg, an article on discussions between Zimbabwe and China for a $533 million revamp of its state railway company NRZ and China Rail sign MoU on scope of work needed for revamp Study to assess state railway needs, finance minister says Zimbabwe is in talks with China Railway Group Ltd. to help modernize the state-owned National Railways […]

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Chinese Port Power

Via Modern Diplomacy, a report on the role of ports in China’s rise to prominence in the world economy during the last four decades:. China’s rise to prominence in the world economy during the last four decades has been fueled by rapid economic expansion, heightened involvement in international trade, and extensive global investment. This growth […]

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Vietnam’s Catch-22 In Courting China As Rare Earth Partner

Via South China Morning Post, commentary on Vietnam’s Catch-22 in courting China as a rare earth partner: In many ways, Beijing is the perfect partner for Hanoi’s rare earth processing industry ambitions But standing in the way is Vietnam’s wariness of corporate exploitation and taking sides in the US-China rivalry, as well as its political […]

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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.