Archive for the ‘New Silk Road’ Category

Cambodia’s Turn to Raise Eyebrows Over Infrastructure Projects

Via The Diplomat, an article on Cambodia’s effort to raise up to $30B in financing for infrastructure – most of it from China: Cambodia has rapidly transformed its economy since the end of its civil war almost 25 years ago, but a slew of recently announced mega-infrastructure projects to be built mainly with Chinese money […]

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EU Lines Up 70 Projects To Rival China’s Belt and Road Infrastructure Spending

Via Politico, a report on – in its effort to take on China’s BRI – recent EU decisions to prioritize 70 international infrastructure projects: The European Union’s riposte to China’s web of trade and infrastructure projects spanning the globe is finally getting real. Europe’s flagship Global Gateway projects seek to offer developing countries an alternative to […]

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China: BRI Financing to Remain Low, Leaving Global South in the Lurch

Via RANE Worldview, analysis of China’s BRI financing in 2023: What Happened: According to a study conducted by the Global Development Policy Center at Boston Univerity, China has significantly reduced the scale of its Belt and Road Initiative (BRI) financing in recent years as part of a strategic shift that has seen Beijing focus on more […]

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Latin America Is Now China’s ‘Backyard’

Via Newsweek, commentary on China’s growing engagement with Latin America: The People’s Republic of China is moving into Latin America in force. Excluding Mexico, China is the region’s largest trade partner. In 1981, Cuba was the only Latin American country trading more with China than the U.S. China’s two-way trade with the region was $12 […]

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China in Ethiopia: A New Flow of Investments?

Courtesy of The Africa Report, a look at China’s investment activity in Ethiopia: In an effort to embrace the post-Covid era, China is progressively opening up to the rest of the globe. Economic recovery is crucial, and while the US and Europe are showing a lot of rekindled interest, China wants to stake out the […]

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China Still Reluctant To Use Its Power and Influence In Eurasia

Via the South China Morning Post, commentary on how China is still reluctant to use its power and influence in Eurasia, despite crises in Ukraine and Afghanistan This year marks the first decade of the Belt and Road Initiative. While the vision might have evolved from the speeches President Xi Jinping gave in Astana and Jakarta in […]

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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.