Archive for the ‘New Silk Road’ Category

China’s Belt and Road Detours Downstream in Myanmar

Via The Asia Times, a report that China is looking to the Irrawaddy River as alternative trade route as its high-speed rail plan stalls: Ethnic wars, security concerns and official foot-dragging have all conspired to stall China’s Belt and Road Initiative (BRI) plan to build a high-speed railroad from its southwest down through Myanmar’s volatile northern […]

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U.S. Faces Tough ‘Great Game’ Against China in Central Asia and Beyond

Via The New York Times, commentary on how the Trump administration sees former Soviet republics in the heart of Asia as critical battlegrounds in the struggle with China over global influence: Inside the ancient walls of the Silk Road oasis town of Khiva, China has put down a marker of its geopolitical ambitions. A sign promotes a […]

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Afghan Transit Cargo: Game Changer For Gwadar Port

Via Lowy Interpreter, commentary on how Gwadar – the Chinese-run port in Pakistan – may have found a path to success: On a sunny Tuesday in the third week of January, a cargo ship named Diyala docked at Gwadar seaport, in south-west Pakistan. The enthusiastic port staff quickly unloaded the cargo. When the unloading was finished, Chinese […]

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Is China’s Belt And Road Already In Retreat?

Via Forbes, an article on China’s BRI: When I first began traveling the corridors of China’s Belt and Road Initiative (BRI) in the spring of 2015, there was an almost ubiquitous sentiment of hope and excitement across the network. I would be paraded out to look at massive nascent logistics and industrial zones, new cities […]

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China Renews Its ‘Belt and Road’ Push for Global Sway

Courtesy of The New York Times, an interesting article on how deals by Chinese companies to build ports, telecom networks and other infrastructure in poor countries have picked up, alarming some in the West: China’s big-money push to build ports, rail lines and telecommunications networks around the world — and increase Beijing’s political sway in […]

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China Looks To Central Asia As An Economic Alternative

Via The Diplomat, commentary on China’s active efforts to look for partners to show that the BRI is a truly international project, rather than simply a geopolitical expansion plan: The United States and China reached a limited trade agreement on Friday, narrowly avoiding the White House-imposed December 15 deadline, which would have seen tariff increases on $156 billion of […]

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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.