Archive for the ‘New Silk Road’ Category

How China’s Belt and Road Diplomacy Could End The Ukraine Conflict For Good

Via South China Morning Post, commentary on how Ukraine’s integration into the ambitious rail network linking China with Europe, by providing alternative routes bypassing Russia, would be acceptable to the EU and US: A post-war scenario in Ukraine that favours both Russian and Western interests is key to a sustainable ceasefire. China could be well placed to […]

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The Backlash to Belt and Road

Courtesy of Foreign Affairs, commentary on what some term a South Asian battle over Chinese economic power: When Beijing announced its One Belt, One Road initiative five years ago, the global reaction was immediate and pronounced. OBOR, as it became known, was hailed as a transformative effort to deploy China’s economic might in service of […]

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Digital Silk Road: China-GCC Digital Economic Cooperation

Via The Middle East Institute, a look at China-GCC digital economic cooperation: The strategic rivalry between China and the US that has developed over the past decade includes a struggle for control of the global digital economy, particularly the digital infrastructure and information communications technology (ICT) markets. In recent years, China has become a global […]

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China’s Southern Strategy

Via Foreign Affairs, a look at how Beijing is using the Global South to constrain America For the past decade, Chinese President Xi Jinping has endeavored to help China attain what it considers to be its rightful position at the center of the world stage. To do this, Xi—along with the rest of China’s leadership—is attempting […]

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Out of Africa: EV Battery Firms Look To Lock In Raw Materials

Via Week In China, an article on how African battery firms are working to lock in raw materials from Africa: “A skilled woman cannot cook without rice,” warned the Southern Song Dynasty poet and historian Lu You, in what has become a famed Chinese saying. The country’s media has been deploying that idiom again this […]

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Growth Engine: China To Build A New Railway Through Kyrgyzstan

Via Week In China, an article on China’s plans to build a new railway through Kyrgyzstan: When a new railway line through Kyrgyzstan last came up for serious discussion five years ago, the plan was an ambitious one. The idea was to connect Kashgar in China with Tashkent in Uzbekistan, traversing high altitudes via nearly 50 […]

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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.