Archive for the ‘Mongolia’ Category

Mongolia Puts Faith In Chinese Railway To Boost Covid-Battered Economy

Courtesy of The Financial Times, an article on Mongolia’s hopes that a Chinese railway will help boost its Covid-battered economy: Mongolia opened a new rail line to China on Friday that the landlocked country’s prime minister said would help it weather the zero-Covid controls that have disrupted cross-border trade with its powerful neighbour. “The opening of […]

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How Mongolia Is Handling Its Mining Bonanza

Via Global Asia, a look at how Mongolia’s dependence on mining has intensified in recent decades: Is Mongolia’s prosperity being built at the expense of its future stagnation? A growing number of experts believe that the country is becoming over-reliant on mining-led growth. Making matters worse, the government is only saving a measly one cent […]

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Power of Siberia 2 Will Divert Russia’s Europe-Bound gas To China

Via The Asia Times, an article on how the Power of Siberia 2 pipeline will divert Europe-bound gas to China: The construction of a second gas pipeline linking Russia and China is expected to commence within two years, a megaproject that will put Mongolia in the middle as the pipe is designed to pass through its […]

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Mongolia Looks to Fuel Russia and China by Rail

Via Foreign Policy, an article on critical rail routes that Mongolia is aiming to finish by end of 2022: After a tumultuous and contested decade of politicking around the potential security implications of expanding its freight logistics to China, Mongolia is expected to complete three critical rail lines by the end of this year. These […]

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A New Russian Gas Pipeline Is a Bad Idea for Mongolia

Via The Diplomat, an article on the Soyuz-Vostok pipeline, part of the larger Power of Siberia 2 project, which could make Mongolia even more vulnerable to pressure from its autocratic neighbors: Ukraine’s President Volodymyr Zelenskyy spent his middle childhood years in the Mongolian mining town of Erdenet, as the son of a Soviet specialist with […]

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Mongolia Highlights ‘New Recovery Policy’ at Economic Forum

Via The Diplomat, an article on Mongolia’s new economy recovery plan: On April 7 and 8, Mongolia held its Economic Forum, which has been canceled for the past two years due to COVID-19. One key takeaway from the forum is the partial privatization of some state-owned enterprises to attract foreign direct investment in various sectors. […]

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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.