Archive for the ‘China’ Category

The New Tripartite Pact? China, Russia, and North Korea’s New Team Is Not Built to Last

Courtesy of Foreign Affairs, commentary on why China, Russia, and North Korea’s new alliance is not build to last: North Korea has long been a source of instability, but a new development over the past year threatens to make things even worse: the country is teaming up with Russia. At a meeting in Pyongyang last July, […]

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The China-Built Addis-Djibouti Railway Gains Steam

Courtesy of The Diplomat, a look at a new approach to utilizing the potential of the two-country railway line between Ethiopia and Djibouti has already been producing several of the desired results. A people-centered turn is yet to come: The Addis Ababa-Djibouti Railway (AADR) has been in operation since 2018 – the year when we […]

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Alibaba Seeks Middle East Partners as Beijing Deepens Gulf Ties

Via Bloomberg, an article on Alibaba’s efforts to find Middle Eastern partners: Chinese e-commerce giant Alibaba Group Holding Ltd. has sought to partner with local firms in Saudi Arabia and the United Arab Emirates as China deepens its ties with the Gulf. “One of the things we’ve chosen to do, which is a little unusual […]

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Private Sector Is Increasingly Driving Chinese Investments in Africa

Via Caixin Global, commentary on the role that the private sector is playing in driving Chinese investment in Africa: Private companies are increasingly driving Chinese investments in Africa, drawn by the continent’s abundant natural resources and growth opportunities in various sectors, Cheryl Buss, head of the international operations of a pan-African banking group, told Caixin […]

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West Challenges China’s Critical Minerals Hold on Africa

Via Reuters, a report on the West’s efforts to challenge China’s critical minerals hold on Africa: China’s CMOC Group overtook Glencore to become the world’s largest producer of cobalt last year as it ramped up its new Kisanfu mine in the Democratic Republic of Congo. The company’s production leapt by 174% year-on-year to 55,526 metric […]

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Green Energy, Digital Infrastructure Are Hot Tickets for Chinese Firms Targeting Middle East

Via Caixin Global, an article on the growing presence of Chinese green energy and digital infrastructure firms in the Middle East: A veteran investor and co-founder of a global asset allocation firm said Chinese companies eyeing the Middle East should focus on digital infrastructure and green energy, as more firms look to the region for […]

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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.