Singapore’s GIC Eyes India, Indonesia, Vietnam amid China Pivot
July 26th, 2023
Courtesy of NikkeiAsia, a report on Singapore’s sovereign wealth fund pivoting from investments in China, towards India, Indonesia, and Vietnam: Singapore’s sovereign wealth fund GIC is looking at investing more in emerging markets such as India, Indonesia and Vietnam, as businesses rush to diversify their production outside China amid rising tensions between Washington and Beijing. […]
Read more »Why Indonesia Should be Cautious in Extending its High-Speed Railway
July 18th, 2023
Via The Diplomat, commentary on why – while the eastward extension to Surabaya may make economic sense – Jakarta should first learn from the troubles faced during the construction of the Jakarta-Bandung line: Recently, Indonesia’s Ministry of Transportation announced plans to extend the high-speed railway linking Jakarta and Bandung. Risal Wasal, the director general of railways […]
Read more »Ten Years On, China’s Belt and Road Initiative Rolls On – But Faces Hurdles
July 13th, 2023
Via Asia Global Online, a look at China’s BRI, ten (10) years on: A decade after its rollout, China’s Belt and Road Initiative continues, though it has hit obstacles along the way – the pandemic, the Ukraine war, and criticism about governance, transparency and debt incurred by host countries. Fithra Faisal Hastiadi of Universitas Indonesia, […]
Read more »How the West Can Forestall Green OPECs
July 9th, 2023
Courtesy of Semafor, commentary on how the West could head off the creation of new OPEC-like producer cartels for critical resources such as lithium by inviting mineral-rich Latin American and African nations to join the existing Minerals Security Partnership (MSP): Western countries should head off the creation of new OPEC-like producer cartels for critical resources […]
Read more »Indonesia – Unlocking Its Potential
June 27th, 2023
Via Columbia ThreadNeedle Investments, analysis of Indonesia’s economic potential: Previously Indonesia has been vulnerable to the commodity cycle, but the country is forging a unique path to unlock its economic potential Government policies have boosted exports, economic growth and attracted much needed long-term investment The country has witnessed an impressive resurgence, with improved macroeconomic performance […]
Read more »Is Indonesia’s New High-Speed Rail Line Worth It?
June 27th, 2023
Via The Diplomat, a look at – whether or not the rail line turns a profit – Jakarta is hoping that its new high-speed rail line brings a wider range of subsidiary benefits: Test runs are now underway for the long-awaited high-speed rail line linking Jakarta and Bandung, which means the project is nearing completion. […]
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.