Archive for the ‘China’ Category

China’s Polar Silk Road: Long Game or Failed Strategy?

Via the Arctic Institute, commentary on China’s Polar Silk Road: The events of 2022 proved to be a year of great geopolitical changes. In February 2022, just days before Vladimir Putin launched his full-scale invasion of Ukraine, Xi Jinping and Putin met in Beijing, where they discussed among other things the development of the Polar […]

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Africa’s Energy Frontiers Draw Chinese Investors

Via Energy, Capital, and Power, a look at Chinese investment interest in Africa’s energy potential: As the continent’s largest trading partner, China has played an active role in harnessing Africa’s energy resources and developing critical infrastructure to date. As the country seeks to secure future energy supplies – as well as foster regional diplomacy in […]

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Infrastructure Diplomacy The Key To China’s Influence In Africa

Via East Asia Forum, an article on China’s strategy of gifting large-scale projects worldwide, especially in Africa, to establish itself as a modernization facilitator and gain international prestige: China gifted Zimbabwe a new parliament building in October 2023 — a US$200 million project financed and constructed by the Chinese government. This generosity is part of a […]

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Hong Kong Eyes SE Asia and Middle East In Next Chapter of BRI

Via South China Morning Post, a report that Hong Kong is eyeing Southeast Asian, Middle Eastern business ties in the next chapter of China’s belt and road plan: Head of global trade scheme’s Hong Kong wing says city to concentrate efforts on countries in the two regions to ensure intermediate results ‘Some of our visits […]

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Africa Needs China For Its Digital Development – But At What Price?

Via The East African, commentary on China’s involvement in many African nations’ digital development: The global market for information and communication technology infrastructure is controlled by a handful of producers. It is sometimes assumed that African leaders choose Chinese providers because they offer the cheapest technology. Researchers believe that China’s export of critical infrastructure components will enable military and industrial […]

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What South African Rooibos Tea Can Tell Us About Africa-China Trade Flows

Via The Diplomat, a report on how the example of South Africa’s famous tea variety speaks to unfinished business in expanding African exports to China: Last month, China’s General Administration of Customs released its customs data for 2023. The data showed that China’s total trade with Africa grew a modest 1.5 percent in 2023, reaching $282.1 billion, but Africa’s […]

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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.