Archive for the ‘China’ Category

Is Hong Kong Over?

Via the HongKong American Chamber of Commerce, two articles (republished with permission) on the future of Hong Kong by long-time commentator, Stephen Roach: Stephen Roach, an economist who has taught at Yale since 2012, is well known in Hong Kong from his time in the city as Chairman of Morgan Stanley Asia from 2007-13, and […]

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China Building SE Asia’s Largest Clean Energy Facility in Laos

Via Caixin Global, a report on a massive renewable energy project in Laos: What’s new: The construction of a massive renewable energy base by the China General Nuclear Power Group (CGN Group) in Laos is scheduled to begin in June, marking the start of the largest single new energy project in Southeast Asia. The project will become the […]

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Egypt, China Discuss Prospects For New Chinese Industrial City

Via Zawya, a report on Egypt, China talks focused on establishing a Chinese industrial zone along the Mediterranean Sea to serve both the local market and exports to European and American markets: Egypt’s Minister of Trade and Industry, Ahmed Samir, recently met with Zhang Tao, the Acting Chinese Ambassador to Cairo, along with a delegation, […]

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China’s Haishan Group Unveils Major Aquaculture Project In Angola

Via Seafood Source, a report on a major new Chinese aquaculture project in Angola: On the eve of a visit to China by Angola President João Lourenço, a Chinese conglomerate announced a major investment in an Angolese aquaculture project. Haishan Group, a private Beijing-based construction firm, has announced its involvement in the construction of a 300-hectare […]

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Why Angola’s Latest Visit to China Is Good for the G7

Courtesy of The Diplomat, a report on Angolan President Lourenço’s recent visit to Beijing which took place amid the talk of growing global competition between the United States and China in the Southern African region: Whatever metric you are looking at, when it comes to Africa-China relations, Angola is typically close to (if not at) […]

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Malaysia’s Forest City Went From Boomtown to Ghost Town

Courtesy of Foreign Policy, a report on how China’s real estate collapse is sinking projects beyond its borders: On an island in the Singapore Strait, a thicket of apartment blocks peers mournfully over the sea. A corps of green-shirted gardeners dutifully tends the lawns and herbaceous borders along the roadside. A few cars slip along smooth […]

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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.