China’s Exports To Central Asia Are Booming
March 28th, 2024
Via Asia Times, a report on China’s growing commercial engagement with Central Asia: Central Asia is becoming one of Eurasia’s main trade and transit hubs, with Kazakhstan in the forefront. Sino-Central Asian trade turnover stood atUS$89.4 billion at the end of 2023, a 27% increase over the 2022 level of US$70.2 billion, according to China’s Customs Agency. Of that total, US$61.4 billion represented Chinese exports to the region. Trade between China and Kazakhstan alone clocked […]
Read more »Chinese Mega Port Developer Fights Back As Peru Moves To Scrap Exclusivity Over Peru’s “Shanghai”
March 27th, 2024
Courtesy of The Financial Times, a report on China megaport builder’s criticism as Lima reverses course on its exclusive right to operate the controversial Chancay project: A Chinese state-owned shipping company building one of Latin America’s biggest deepwater ports has criticised a move by the Peruvian government to remove its exclusive right to operate the […]
Read more »China and Russia Challenge US Claim to Mineral-Rich Stretches of Seabed
March 26th, 2024
Courtesy of The Financial Times, a report on international reaction to a US claim to an extended area of seabed: US claims to a swath of mineral-rich seabed are being challenged by China and Russia because Washington has failed to ratify a treaty that governs access to resources in international waters. Chinese and Russian diplomats […]
Read more »China’s BRI Pivots To Tech Sharing
March 25th, 2024
Via South China Morning Post, a look at China’s BRI pivot towards technology: After years of focusing on infrastructure investment in its Belt and Road Initiative projects, China now offers its partner countries funding and expertise in clean technologies This will encourage regional nations, particularly in Southeast Asia and the Middle East, to keep engaging […]
Read more »Is Hong Kong Over?
March 24th, 2024
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 […]
Read more »China Building SE Asia’s Largest Clean Energy Facility in Laos
March 22nd, 2024
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 […]
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.