Archive for the ‘China’ Category

Uzbek President In China Seeking New Era Of Relations And Investments

Via Radio Free Europe, an article on Uzbek President Shavkat Mirziyoev’s recent efforts to activate additional Chinese investment: Uzbek President Shavkat Mirziyoev is in Beijing to meet with Chinese leader Xi Jinping for a high-profile state visit intended to lay the groundwork for strong ties between the two countries. In an article signed by Mirziyoev that […]

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Central Asia’s Middle Corridor Expansion: Opportunity for China and Iran 

Via Foreign Policy Research Institute, commentary on how the Central Asia’s Middle Corridor expansion presents an opportunity for China and Iran: The sustained attacks on merchant shipping in the Red Sea have given a fresh boost to a budding Central Asian trade network known as the Middle Corridor, whose participant countries recently met to discuss […]

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Israel’s Ashdod Port Sees Strategic Risk from China during Gaza War

Via Reuters, an article on Israel’s Ashdod port which is facing strategic risk from China during the Gaza war: Israel’s government-run port of Ashdod has complained that a rival Chinese-run terminal at the northern port of Haifa has become a strategic risk during the Gaza war. In a letter seen by Reuters, the chairman of […]

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Morocco, an Unexpected Winner of China’s Strategy to Circumvent the U.S. Inflation Reduction Act

Via the Center for Strategic and International Studies, commentary on Morocco, an unexpected “winner” of China’s strategy to circumvent the U.S. Inflation Reduction Act: Over the years, China’s dominance over the supply chain of critical minerals—minerals used in clean energy transition and electric vehicle (EV) batteries—has become a serious concern for many Western governments. From Washington to Brussels, […]

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Vietnam’s Tech Worker Chinatown

Via Rest of World, a look at how – as Chinese manufacturers open shop in Vietnam – Bac Ninh has become a cultural hub with Chinese restaurants, bubble tea shops, and language centers: Chinese tech manufacturers are flocking to Vietnam to set up new factories following disruptive Covid-19 lockdowns and ongoing U.S.-China tensions. The influx […]

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Morocco: China’s New Eldorado for Electric Batteries?

Courtesy of The Africa Report, an article on China’s strategic interest in Morocco: Several Chinese groups announced intentions to make electric batteries in Morocco in 2023. The second in a four-part series looks at why Morocco is perfectly placed to profit from the latest EV developments being adopted by Tesla, Volkswagen and others. In August […]

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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.