Archive for the ‘China’ Category

The New Corridor Competition Between Washington and Beijing

Via Carnegie Endowment, a look at the new corridor competition between Washington and Beijing, and how these groundbreaking infrastructure projects will shape cities and geopolitics: These corridors represent a new way of thinking about geography by tying countries, regions, and continents together in radically new ways via connective infrastructure—and offering the prospect of accelerated economic […]

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$1.7 Billion Cambodian Canal Project Draws Increasing Scrutiny

Via The Diplomat, a report on the China-backed Techo Funan Canal, which will connect the Mekong River to the country’s coast, has given rise to environmental and security concerns: The governments of Vietnam and the United States are calling for greater transparency over a $1.7-billion canal project that is being built by a Chinese state-owned […]

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A Crumbling Metro Reveals Failed Promise of China’s Billions in Africa

Via Bloomberg, a look at how the $475 million light-rail system serving Ethiopia’s Addis Ababa shows how some China-funded infrastructure investments across the continent are now suffering from neglect: Almost a decade ago, the light-rail system in Ethiopia’s bustling capital of Addis Ababa was hailed as a revolutionary solution to the city’s transportation woes. Envisioned as a […]

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How China Has Invested In Africa

As initially reported by Semafor, while much of the narrative around Chinese investment in Africa over the past two decades has emphasized infrastructure such as roads and bridges, the largest chunk of loans made by Chinese institutions to African governments and entities has been in energy. That focus on energy breaks out into investments in […]

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China’s Tianqi Lithium’s $4bn bet on Chile at risk of backfiring

Courtesy of The Financial Times, an article on China’s Tianqi’s $4bn bet on Chile’s lithium which is at risk of backfiring: When China’s Tianqi Lithium paid $4bn in 2018 to become the second-largest shareholder in Chile’s SQM, it was making a gamble to gain a strategic foothold in one of the world’s top lithium reserves […]

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Robert Friedland: Africa’s King of Copper

Courtesy of The Africa Report, an in-depth article on Robert Friedland, whom many consider to be Africa’s king of copper: At the head of Ivanhoe Mines, the American-Canadian tycoon has established himself as one of the key figures in the world of copper mining. He entered the continent via the DRC in the early 2000s, […]

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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.