Archive for the ‘New Silk Road’ Category

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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New Silk Road In Action At China-Kazakh Border

Via The Asia Times, an article on the Silk Road in action at the Chinese-Kazakh border: We are cruising on a pristine, 380 km-long four-lane superhighway from Almaty to Khorgos – finished in 2016 for $1.25 billion, 85% of the cost covered by a World Bank loan. And then, suddenly, riding parallel to us, there’s […]

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China Builds In Myanmar’s Conflict Areas

Via China Dialogue, a report on China’s new infrastructure corridor through Myanmar which crosses war-torn regions, risking further conflict and environmental degradation: A year ago, Myanmar and China signed an agreement to establish the China-Myanmar Economic Corridor (CMEC), as part of China’s Belt and Road global infrastructure initiative. Today, that corridor is mired in conflict between […]

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China: Doubling Down On The Digital Silk Road

Via Reconnecting Asia, an article on China’s efforts to build the digital Silk Road: Summary: While the core focus of China’s Belt and Road Initiative (BRI) is on traditional infrastructure deployments, it is evident that the Digital Silk Road is a key part of the overall BRI strategy, and China will leverage technology to increase […]

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Non-Stop From Baku To Europe – A New Silk Road Corridor Emerges

Via Forbes, a look at the middle corridor of the New Silk Road: Just ten years ago, a non-stop freight train from fringes of Asia into the core of Europe may have sounded like an odd twist of historical fiction or even a really dumb idea, but in today’s context – where a new “Silk […]

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New Silk Road Money Is Paving The Old Silk Road

Via The Asia Times, an article on the hurricane of yuan blowing through Central Asia, funding everything from high-rise hotels to thousands of kilometers of highways: There never used to be much to do in Khorgos, a remote and dusty outpost on the China-Kazakh border. As recently as 2011, it was a settlement of a mere […]

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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.