Archive for the ‘New Silk Road’ Category

Orbán Turns To China To Boost Recession-Hit Hungary

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 […]

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The Global North and South Need a New Industrial Pact

Courtesy of The Diplomat, commentary that – to truly counter China’s Belt and Road – the G-7 needs a new development business model with the Global South: As the world economy fractures into “West” and “East,” the race for the Global South is on. Decoupling is reconfiguring supply chains, and the Global South wants a […]

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The Belt and Road Isn’t Dead. It’s Evolving.

Courtesy of Foreign Policy, a look at China’s evolving BRI in Latin America, where China is saying goodbye to big bets and bridges in favor of a new approach: Chinese President Xi Jinping visits Peru this week for the Asia-Pacific Economic Cooperation (APEC) summit, during which he will inaugurate the deep-water port of Chancay, about […]

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How China Capitalized on U.S. Indifference in Latin America

Courtesy of the Wall Street Journal, a look at how China has focused on Latin American investments and relationships: South of the border, China is ascendant.  Chinese leader Xi Jinping arrives this week in a region where China has replaced the U.S. as the dominant trading partner for most big economies, with the exceptions of Mexico and Colombia. Beijing […]

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South America’s ‘Made In China’ Megaport Prepares To Transform Trade

Courtesy of The Financial Times, a report on how aBeijing-backed project in Peru poses strategic challenge to US as Donald Trump prepares to take office in January: Ahead of the ribbon-cutting at the Port of Chancay — a Chinese-built megaport on Peru’s Pacific coast that is set to transform regional trade — Chinese-made ZPMC unmanned […]

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Peru New Megaport: Beijing’s ‘Playbook’ For Large Overseas Infrastructure Projects

Courtesy of The Financial Times, an article on Peru’s new Chinese-built megaport: Chinese President Xi Jinping is expected to inaugurate the $1.3bn Chancay port on the Pacific coast when he visits Peru for a summit in mid-November, amid growing concerns among US security officials that the facility’s size, depth and strategic location make it suitable […]

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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.