Archive for the ‘China’ Category

The World Needs More Belts and More Roads, Chinese-Style

Via South China Morning Post, commentary from influential author Parag Khanna how the Belt and Road Initiative is exactly the blueprint needed in this age of uncertainty and instability: A new generation of Western doom-and-gloomers about China has emerged. Many point to admittedly serious problems, some of them chronic and structural, and argue the country […]

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The New Great Game

Courtesy of The Wire China, a thoughtful commentary the ‘New Great Game’ with a particular look at the economic prowess of China: The world has changed. Over the past decade, we have witnessed a distinct shift toward a renewed competition between the great powers. The bipolar struggle between the U.S. and China is the new […]

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New Railway From China Boosts Tourism In Laos’ Ancient Capital

Via Nikkei Asia, a report on the positive impact that a new railway in Laos is having upon tourism: In the scenic ancient capital of Luang Prabang, tucked away in the northern part of Laos, the local tourism industry is seeing a significant upswing thanks to an influx of Chinese tourists following the full opening […]

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How an Afghan Drug Kingpin Became Beijing’s Business Partner in Kabul

Courtesy of Foreign Policy, a report on Bashir Noorzai – who was once serving a life sentence in the United States – is now the key conduit for growing business ties between China and the Taliban: A drug kingpin whose heroin empire helped fund the Taliban’s long war in Afghanistan—and who was released early from […]

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China Plans To Spend $1B To Revamp Tanzania-Zambia Railway

Via South China Morning Post, a report that China plans to spend US$1 billion to revamp Tanzania-Zambia railway in race to control critical mineral trade routes: The Tazara rail line, first built in the 1970s with Chinese funding, will be updated through public-private partnership The project connecting Zambian copper belt with Dar es Salaam will compete […]

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In Ethiopia, Chinese Bitcoin Miners Find a Xanadu

Courtesy of Bloomberg, an article on how cheap power and friendly relations with China have made the Horn of Africa country a top pick for Chinese Bitcoin miners: Last spring, cargo containers began appearing near electricity substations connected to the recently built Grand Ethiopian Renaissance Dam, Africa’s largest. Inside were stacks of powerful, energy-guzzling computers. It […]

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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.