China’s Gas Cuts Raise Pressure On Central Asia
May 23rd, 2020
Via Eurasia Review, a look at the impact of China’s gas demand reductions on Central Asia: As China cuts back on its commitments to import natural gas, it is trying to spread the shortfall among its increasingly hard-pressed suppliers. Hints of tensions have been rising since early March when reports first surfaced that PetroChina, the […]
Read more »US Blue Dot Network To Counter China’s BRI
May 22nd, 2020
Via The Asia Times, an article on US’s Blue Dot Network (BDN) infrastructure initiative as an alternative to China’s Belt and Road Initiative: In recent years, China’s Belt and Road Initiative has heralded infrastructure development across much of the developing world with the aim of projecting the country’s influence abroad. Newer and less well known, […]
Read more »Beijing and Delhi’s One Hundred Year Development Plan
May 14th, 2020
Via Silk Road Briefing, commentary on China’s investment interest in, and strategy towards, India: Much has been made of recent Indian regulatory issues being anti-China investment in tone, however they failed to read the small print. India is in fact the current largest recipient of announced Chinese outbound investment right now, which has risen from […]
Read more »Will China Control The Global Internet Via Its Digital Silk Road?
May 11th, 2020
Via SupChina, a look at the Digital Silk Road: The “Digital Silk Road” (DSR) was introduced in 2015 by an official Chinese government white paper, as a component of Beijing’s Belt and Road Initiative (BRI). For years, it has been less an identifiable set of projects as much as it was a brand for virtually […]
Read more »Vietnam’s Economy to Grow Fastest in Southeast Asia Despite COVID-19: ADB
May 11th, 2020
Via ASEAN Briefing, a look at Vietnam: Vietnam is forecast to be one of the fastest-growing economies in Southeast Asia, despite the impact of COVID-19. The government launched a US$10.8 billion credit support package in March to combat the crisis. After COVID-19, the economy is expected to rebound at a […]
Read more »China’s Belt and Road Keeps Steaming Ahead In Laos
May 11th, 2020
Via The Asia Times, commentary on how China’s Belt and Road keeps steaming ahead in Laos: Under fire for bullying neighbors in the South China Sea, China is patting itself on the back for the progress it is making on the 411-kilometer China-Laos railway through a sparsely populated nation that has barely been touched by the […]
Read more »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.