Archive for the ‘China’ Category

Central Asia’s Force Majeure Fears: COVID-19′s Impact On China’s Natural Gas Demands

Via Eurasia Review, a report on COVID-19′s impact on China’s demand for natural gas from Central Asia: China’s COVID-19 outbreak has seen Beijing’s demand for natural gas stutter, after years of breakneck expansion. In February, China’s natural gas demand was estimated to have fallen 17 percent year-on-year, and while there were some subsequent indications of recovery for liquefied natural […]

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The Hidden Dangers of China’s Digital Silk Road

Via The National Interest, an article on signs that China’s ambitions with the Belt and Road Initiative—and all its digital components—are part of the sticky power of a new hegemony: China switched on the largest commercial 5G network to date on October 31, 2019. That’s when China’s three state-owned wireless carriers, China Mobile, China Unicorn, and […]

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Unbuckled Belt: China’s New Silk Road Continues To Struggle

Via Forbes, a look at some bump roads along China’s BRI in Central Asia: Last year, during Chinese President Xi Jinping’s visit to Kyrgyzstan for a Shanghai Cooperation Organization summit, a new $275 million free-trade zone on the Kyrgyz-Chinese border was born. Led by the Chinese firm One Lead One (HK) Trading Limited and a […]

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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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Bangladesh: Will Congested Ports Choke Its Economy?

Courtesy of STRAFOR (subscription required), a look at how Bangladesh’s efforts to maintain the country’s explosive economic growth will require updating its overburdened trade infrastructure — opening opportunities for China, India and Japan: To maintain its status as one of Asia’s most promising emerging markets, Bangladesh is pursuing an ambitious infrastructure overhaul — and its […]

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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.