For First Time in Two Decades, U.S. Buys More From Mexico Than China
February 8th, 2024
Via The New York Times, a report on data showing that the United States bought more goods from Mexico than China in 2023 for the first time in 20 years, evidence of how much global trade patterns have shifted: In the depths of the pandemic, as global supply chains buckled and the cost of shipping […]
Read more »Fancy a Safari? African Countries On Hunt for Lion’s Share of Chinese Tourists
February 8th, 2024
Via South China Morning Post, an article on African tour operators’ efforts to lure more Chinese tourists: After three years cut off from China’s sprawling pool of cash-strapped travellers, tourism operators in countries such as Tanzania are moving fast to lure them back However, Africa remains a niche travel destination, and there are abundant challenges […]
Read more »Wall Street Shuns China for Asian Neighbor
February 8th, 2024
Courtesy of Newsweek, an article on Wall Street’s growing transition towards India instead of China: Wall Street giants are betting on India’s future growth potential over China as Beijing’s economic performance falters. Investment bank Goldman Sachs and Morgan Stanley have endorsed New Delhi’s economic potential over China, Bloomberg reported on Tuesday. This realignment in global investment […]
Read more »How China’s EVs are Taking Thailand by Storm
February 8th, 2024
Via The Diplomat, a look at how Chinese EV automakers have succeeded in the Thai market by adopting comprehensive localization strategies: China’s electric vehicles (EVs) have made serious inroads in Southeast Asia in recent years. Around 75 percent of the region’s EV market is made up of Chinese vehicles. The sales of China’s Wuling Air EV increased […]
Read more »China Is Recalibrating Its Latin America Strategy
February 7th, 2024
Courtesy of Bloomberg, commentary on China’s Latin America strategy: China’s influence in Latin America has inspired analysis, fascination and a fair amount of hysteria. Depending on whom you ask, it’s seen as everything from an opportunity for the region to rebalance its alliances and profit from Chinese ambitions to an economic invasion that puts the hemisphere’s […]
Read more »CPEC: Is the Belt and Road Initiative’s Crowning Project A Failure?
February 7th, 2024
Via Brown Political Review, analysis of the CPEC: In October, China celebrated the 10th anniversary of the Belt and Road Initiative (BRI) with a global forum of partnered countries. The mood was triumphant, with China reporting that the initiative has resulted in as much as $1 trillion in financial assistance to its constituents. The event, however, glossed […]
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.