Archive for the ‘China’ Category

Will Caspian Trade Flow into the Persian Gulf?

Via Window on Eurasia, commentary on the potential for north-south trade in Central Asia: Uzbekistan and Turkmenistan have agreed to promote the expansion of rail traffic from their countries through Iran to Oman and thus to the world ocean, a path that China will likely be the biggest beneficiary of and that will challenge Moscow’s […]

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The Mekong River Is Becoming A Significant South-East Asian Trade Corridor

Via Silk Road Briefing, an article on how – with the last major China-Laos railway tunnel completed On Lancang-Mekong corridor – the Mekong River is becoming a major South-East Asian trade corridor: The last significant tunnel to be bored to complete the China-Laotian Railway was completed on March 15th, with track now being laid at […]

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CPEC and Pakistan’s Great Expectations

Via Eurasia Review, commentary on CPEC: Since Islamabad has been bandying the China-Pakistan Economic Corridor (CPEC) as the ultimate panacea for all the financial woes that Pakistan is facing as well as a “game changer for the region,” it doesn’t take very kindly, any contrarian views on this issue. Islamabad’s extreme sensitivity to any comments […]

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China’s Gas Cuts Raise Pressure On Central Asia

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 […]

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China’s Belt and Road Trains Booming

Via The Wall Street Journal, a look at how – with the pandemic choking sea and air freight – companies have turned to trains revived as part of Beijing’s Belt and Road Initiative: The coronavirus pandemic is boosting a core element of China’s Belt and Road Initiative, as rising prices and disruptions in sea and air […]

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Beijing and Delhi’s One Hundred Year Development Plan

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 […]

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About This Blog
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.