Archive for the ‘China’ Category

China, Turkmenistan Strengthen Cooperation

Via South China Morning Post, an article on Chinese and Turkmen vows to strengthen cooperation on energy and security At a meeting in Ashgabat, Chinese vice-premier says relations have taken a ‘significant leap’ It comes as Beijing is trying to step up ties with its neighbours in resource-rich Central Asia China and Turkmenistan have pledged […]

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Thailand Wants to Build a Brand New Shipping Route. Why Isn’t China Buying?

Via the South China Morning Post, commentary on lagging Chinese interest in Thailand’s proposed infrastructure opportunity: The Land Bridge project, a proposed route for shipping that could bypass the Malacca Strait, is being shopped by the Thai government as it seeks financing If built, the bridge could reshape the economy of Southeast Asia – but […]

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China’s Remote Deserts Are Hiding an Energy Revolution

Courtesy of Bloomberg, a look at China’s strategy to use remote regions to host vast green projects; Out of the rolling yellow dunes of the Kubuqi desert arises what appears to be an oasis, shimmering blue beneath the northern China sky. Row after row of hundreds of solar panels cover this otherwise barren stretch of […]

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Pondering The BRI’s Alleged New Roads

Via the East Asia Forum, commentary on China’s BRI future: Not so long ago, countries were ecstatic about the potential of China’s Belt and Road Initiative (BRI), a mega-infrastructure scheme launched in 2013 that would connect the world through ports, power grids, railways, roads and telecommunications networks. Western pundits worried that BRI projects were pulling […]

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A Chinese Map App Wants To Be a Super App for Everything Outdoors

Via MIT Technology Review, a look at how China’s Amap is not satisfied with just giving you directions, but rather wants to offer you everything from real estate listings to car rentals: Thanksgiving is almost here. This year, when you get together with your family, may I suggest a fun little game that reinvents hide-and-seek for […]

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Unrest in the Middle East Is Bad for Both CPEC and IMEC

Courtesy of The Diplomat, a look at what – as regional unrest deepen – lies ahead for these dueling connectivity projects? The flare-up of the Israel-Palestine conflict following the attacks on October 7 has triggered geopolitical tremors in the Middle East. While Israel and Hamas have agreed to a four-day “pause” in fighting and the […]

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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.