Archive for the ‘New Silk Road’ Category

China-Laos Railway

Via South China Morning Post, an article on a new China-Laos railway that some believe is an important piece in the greater prize of infrastructure access to Southeast Asia: In southwestern China’s Yunnan province, there is great fanfare around the  construction of a mega-railway link to neighbouring  Laos, Southeast Asia’s only landlocked country and one of its least developed. […]

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How U.S. Can Asymmetrically Out-Compete China’s BRI

Via War On The Rocks, commentary on  an asymmetric U.S. foreign assistance strategy that draws on its natural strengths: Beijing’s One Belt One Road project is an aggressive attempt to expand Chinese influence in the Indo-Pacific. Indeed, Chinese President Xi Jinping calls it “a project of the century.” But for Washington to respond head-on, trying to match it […]

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Chinese BRI Investment Isn’t All Bad—or Good

Courtesy of Foreign Policy, commentary on how – as Sri Lanka shows – when it comes to Chinese debt, small states have agency and great powers have responsibilities: In the last few years, the question of whether China’s Belt and Road Initiative (BRI) is predatory has been ripe for debate, with some arguing the loans Beijing […]

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China’s African Belt & Road Initiative May Not Be What You Think It Is

Via Silk Road Briefing, an OpEd on China’s Belt and Road Initiative: China’s moves into Africa are in fact a great case study into how the Belt & Road Initiative actually works. While most of the media commentary has been on the infrastructure, there is rather a lot more at play. In this article, I […]

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In the Caspian Region, China Is Just Getting Started

Via The Frontier Post, an article on China’s growing influence in Central Asia and the Caspian region: The collapse of the Soviet Union allowed China to envision a land-based trade and energy network that would be free from dependence on Russia or the United States. Now, amid conflicts in the South China Sea and Taiwan […]

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Competing with China’s Digital Silk Road

Via The Center for Strategic International Studies (CSIS), commentary on China’s Digital Silk Road: Former U.S. secretary of state Dean Acheson’s call to create “situations of strength” is reemerging as a compass for U.S. foreign policy. But that phrase also aptly describes the challenge that China’s global economic activities present, especially in developing and emerging […]

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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.