Archive for the ‘New Silk Road’ Category

Masdar and Silk Road Fund Sign Co-investment Agreement for Renewable Energy Projects

Via Masdar, an article on growing investment ties between the UAE and China: Silk Road Fund intends to invest up to RMB 20 billion (equivalent to USD 2.8 billion) in projects alongside Masdar Collaboration will focus on projects primarily in the developing world and global south Aligns with Silk Road Fund’s goal to provide investment […]

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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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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.