Archive for the ‘China’ Category

In a Caribbean Paradise, Taiwan and China Tussle for Recognition

Via Foreign Policy, a look at Chinese and Taiwanese efforts to attract St. Lucia into their strategic sphere: To the thousands of cruise ship tourists set loose each day on St. Lucia, the Caribbean island is a paradise of sandy beaches, green mountains, and spiced rum punches. Those who venture inland see brightly painted houses, […]

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US Concern Over Mexico Attracting Chinese Electric Vehicle Factories

Courtesy of The Financial Times, a report on growing US concern over Mexico attracting Chinese electric vehicle factories: Washington has raised concerns with Mexico over an imminent wave of Chinese investment into the country, as three of China’s largest electric-vehicle makers prepare to build factories south of the US border. MG, BYD and Chery, known […]

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China’s Essential Role in the Gulf States’ Energy Transitions

Via the Center for Strategic and International Studies, an article on China’s essential role in the Gulf States’ energy transitions: After a sluggish start, Gulf states are getting serious about the energy transition. Saudi Arabia and the United Arab Emirates (UAE) are embarking on a concerted effort to decarbonize their power grids and seek regional and international […]

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China, Vietnam Weigh Rail Link Through Rare Earths Heartland

Courtesy of Reuters, a report on discussions between China and Vietnam about a new rail link through a rare earths heartland: China’s foreign minister visits Hanoi amid plans for Xi’s trip Upgraded rail link may be part of Belt Road China is top investor in Vietnam despite maritime tensions China and Vietnam are working on […]

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U.S.-China Rivalry Hits Home in this Philippine Province

Via Nikkei Asia, a report on how the U.S.-China rivalry hits home in the Philippines, specifically Cagayan where both sides make moves to bring both growth and security: This spring, after 47 years as a local politician, Manuel Mamba for the first time found himself at the center of a national firestorm. Mamba is governor […]

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How A Chinese Railway Helped Jokowi Cement His Infrastructure Legacy

Via East Asia Forum, commentary on how a Chinese railway helped Jokowi cement his infrastructure legacy: Indonesia welcomed its first high-speed railway in October 2023, the first of its kind in Southeast Asia and a significant leap for Indonesia’s infrastructural development. The US$7.3 billion Jakarta-Bandung line, financed by Chinese banks and built with Chinese technology, […]

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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.