China’s growing ties with Serbia point to new ‘Silk Curtain’ in Europe
August 20th, 2025
Via Nikkei Asia, a look at Beijing’s expanded Balkan presence, with Washington focused on Ukraine: Southeast of the “Iron Curtain” famously described by Winston Churchill in 1946, a new group of China-friendly nations is forming a north-south line that runs through the heart of Eurasia. While this “Silk Curtain” — which runs from Hungary in […]
Read more »Orbán Turns To China To Boost Recession-Hit Hungary
November 23rd, 2024
Courtesy of The Financial Times, an article on Hungary, which has captured more than a quarter of Chinese capital flowing into Europe since 2022: Viktor Orbán has turned Hungary into the main home for Chinese capital in Europe, capturing more than a quarter of all Chinese investment coming into the continent over the past two […]
Read more »China’s Billions Help Xi Make Useful Friends in Eastern Europe
May 8th, 2024
Courtesy of Bloomberg, a report on China’s growing business relationships with Serbia and Hungary: It’s 10 a.m. and the high-speed train leaves Belgrade’s new, glass-and-steel station right on time. Thirty-six minutes later it pulls into Serbia’s northern city of Novi Sad, the first completed section of a 350 kilometer-long (217 mile) upgrade going up to […]
Read more »Hungary and Mexico: Keys To BYD’s Global Dominance
January 19th, 2024
Via CNN, an article on how Hungary and Mexico could help BYD crack the global market: More than 5,000 electric vehicles were loaded onto a giant shipping carrier in China this week and sent to ports in Europe. The cars come from BYD, the Chinese carmaker that is backed by Warren Buffett and has surpassed Tesla as […]
Read more »BYD, a Chinese Powerhouse in Electric Cars, Will Build a Plant in Hungary
December 22nd, 2023
Courtesy of The New York Times, an article on BYD’s announcement that it will build a plant in Hungary: BYD, China’s electric-vehicle juggernaut, said Friday it would build an assembly plant in Hungary, its first production facility for battery-powered cars in Europe and the latest sign of the company’s ambitious plans to expand beyond Asia. […]
Read more »Emerging Europe: Standout Emerging Market Region This Year
December 3rd, 2023
Courtesy of Schroders, commentary on emerging Europe, a bright spot in a challenging year for emerging markets: It has been a tough year for global emerging markets (EM) given a combination of strong US performance, and weak China performance. Dispersion of returns within the EM universe has been wide, and there have been winners and […]
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.