Archive for the ‘New Silk Road’ Category

China Frets About Its Dependence on Africa’s Resources As U.S. Muscles In

Via South China Morning Post, a look at how China has heavily invested to secure raw materials from African nations, but US accusations over those deals pose new risks: A leading Chinese industry association has warned the country risks becoming too dependent on raw materials from individual nations in Africa, as the continent becomes a […]

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China Is Reshaping Global Development. Is That Good for the Planet?

Via Inside Climate News, at look at how China is deploying low-carbon investments through its $1.3 trillion Belt and Road Initiative. But many of these projects come with risks of their own. Case in point: Two hydroelectric dams in Argentina could flood cultural heritage sites and harm one of the world’s largest glacial icefields. Deep […]

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The Railway That China Hopes Will Take On The US In Africa

Courtesy of The Financial Times, an article on the railway that China hopes will take on the US in Africa: Mukololo Chanda still recalls the glory days of Africa’s “freedom railway”. Almost four decades ago, fresh from high school in Zambia, she began working as a switchboard operator on the railway built by Mao Zedong’s […]

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Amid Panama Port Sale, China Demands Patriotism From Its Private Sector

Via The Diplomat, commentary on how the Chinese government frequently demands that businesses prove their political loyalty – even at the cost of their own financial interests: Hong Kong billionaire Li Ka-shing is squarely in the middle of the latest geopolitical conflict thanks to his port assets in Panama. Following threats made by U.S. President […]

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Pass The Port: Why China Hates the Panama Canal Deal, But May Not Block It

Via The Economist, an article on why China hates the Panama Canal deal, but still may not block it: “We didn’t give it to China. We gave it to Panama, and we’re taking it back.” Thus spoke Donald Trump shortly after BlackRock, an American investment firm, announced on March 4th that it would buy two ports […]

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China’s Georgian Gamble

Via Foreign Policy Research Institute, a report on Georgia’s pivot towards China: As Georgia pivots away from the West and slides into dictatorship, China emerges as its key strategic partner. While Washington and Brussels struggle to find transatlantic unity and craft a unified approach to Russia and Ukraine, Beijing methodically expands its clout in 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.