Archive for the ‘New Silk Road’ Category

All May Not Be Smooth Along China’s Digital Silk Road

Via The Lowy Institute, commentary on the digital Silk Road: Make no mistake about China’s vast and continuous trajectory of technological expansionism. Even as the US aims to ring-fence Huawei’s reach into the US and overseas consumer markets, a “digital silk road” paved by Chinese tech giants has long been built to span from the Asia-Pacific to […]

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Russia: In Danger Of Being Overrun By China’s Belt and Road

Via Asian Nikkei Review, commentary on a new Eurasian order is in the making, with Beijing in the driver’s seat: Russia greenlighted in early July a 2,000-km highway construction project connecting the country’s border with Kazakhstan to Belarus. The four-lane highway will run west from Orenburg Province to the former Soviet republic of Belarus via several […]

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China’s Belt and Road Is Getting a Reboot

Via The Washington Post, an article on China’s One Belt, One Road By many accounts, China’s Belt and Road Initiative has been a monumental success: Since 2013 more than 130 countries have signed deals or expressed interest in projects geared to spurring trade along routes reminiscent of the ancient Silk Road. The World Bank estimates […]

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Follow the Digital Silk Road

Courtesy of STRATFOR (subscription required), commentary on the digital Silk Road: Southeast Asia is home to many of China’s most high-profile Belt and Road Initiative projects, including Kyaukpyu port in Myanmar, a high-speed railway in northern Laos and now stalled rail and pipeline projects in Malaysia. While these physical infrastructure projects have attracted widespread attention, […]

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Chinese Private Security Moves Into Central Asia

Via The Diplomat, a look at the expansion of private Chinese security companies in Central Asia: As Kyrgyz President Soornbay Jennbekov pushed efforts to make the China-Kyrgyzstan-Uzbekistan Railway a reality, a private Chinese security company signed deals to protect the contested project for China Railway Group.  The 2016 Chinese embassy bombing in Bishkek heightened risk perception among […]

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Geopolitics and the Asian Infrastructure Investment Bank

Via The Geopolitical Monitor, a look at the geopolitics around the Asian Infrastructure Investment Bank (AIIB): In June 2015, the creation of the Asian Infrastructure Investment Bank (AIIB) was agreed to by representatives of 50 countries in Beijing, China. The Bank started operating in January 2016 and its first four loans – totaling USD 509 […]

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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.