Archive for the ‘New Silk Road’ Category

10 Years On: Has CPEC Spurred Economic Activity in Pakistan?

Via Panda Paw Dragon Claw, commentary on the real economic impact of CPEC in Pakistan: As the Belt and Road turns 10, it is a good time to assess the successes and failures of the initiative. Such a task is far from simple, however, complicated by the fact that the initiative has ballooned to 148 […]

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CPEC and Future Prospects

Via Modern Diplomacy, a look at CPEC and its future: The China-Pakistan Economic Corridor (CPEC) is not merely a development initiative; it’s a monumental journey of strategic partnership and economic cooperation between two significant players on the global stage. From its initial phase to its current development, the CPEC has continuously redefined the socio-economic landscapes […]

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China’s Africa Strategy: Shifting from Extraction to Investment

Via The Conversation, a look at how China’s Africa strategy is shifting from extraction to investment – driven from the industry-rich Hunan region: China experienced a massive economic boom in the 1990s and 2000s which increased its demand for resource imports, like oil, from Africa. This led to a model of development finance in which China funded infrastructure […]

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The Mounting Challenges to China and Pakistan’s CPEC Ambitions

Courtesy of STRATFOR’s Rane Worldview, a look at the mounting challenges to China and Pakistan’s CPEC ambitions: Despite worsening militancy in Pakistan, China will almost certainly continue its investment projects in the country to secure its strategic interests. But Pakistan’s economic pressures and intensifying violence will prompt further delays to these projects’ completion and exacerbate […]

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China Bankrolls Africa Railroad To Cut Australia Iron-Ore Reliance

Courtesy of Nikkei Asia, a report on how a costly new Chinese infrastructure investment in Guinea aimed at unlocking the world’s largest untapped source of iron ore: While China-Australia relations seem to be thawing, Beijing is slowly but surely moving to cut its dependence on Australian iron ore. Last Friday, mining giant Rio Tinto and […]

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China’s BeiDou: New GPS-Enabled Dimensions of Great Power Competition

Via GPSWorld, an article on the strategic and economic impact of China’s BeiDou GNSS service: China’s BeiDou GNSS is newer, has more features, is more accurate, and has more satellites in the skies of more nations than the venerable U.S. GPS, according to Sarah Sewall, Executive Vice President for Strategic Issues at IQT. More than […]

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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.