Archive for the ‘Indonesia’ Category

Indonesia’s Economy In Turbulent Times

Via East Asia Forum, a look at Indonesia’s economy: The year 2022 got off to a relatively optimistic start for Indonesia. To be sure, Covid had left serious scars — the Economist’s central estimate for ‘excess deaths’ through to December 2022 was about 740,000 fatalities — while the lost education and employment opportunities, especially for […]

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Indonesia, China and the Future of the Belt and Road

Via Asia Times, a look at the Jakarta-Bandung high-speed rail showcased at G20 Summit, and how the long-delayed project has been more risk than reward for Indonesia: Taking time out from the G20 Summit, President Joko Widodo and Chinese leader Xi Jinping on Wednesday watched via video link the operational trial of the Chinese-funded Jakarta-Bandung […]

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Indonesia Considers Opec-Style Cartel For Battery Metals

Courtesy of The Financial Times, an article on how Indonesia – the world’s largest nickel producer – is exploring a potential global governance structure similar to that used by oil producers: Indonesia is studying the establishment of an Opec-like cartel for nickel and other key battery metals, highlighting the geopolitical confidence of nations that are […]

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Indonesia Plans to List Unit of Flagship Oil Group Pertamina This Year

Courtesy of The Financial Times, an article on Indonesia’s plans to list a unit of its flagship oil group Pertamina this year: Indonesia plans to list a unit of its government-run oil group Pertamina this year, stepping up a partial privatisation push as part of reforms to its $606bn state-owned enterprise sector. The initial public offering […]

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Indonesia’s Unexpected Success Story

Courtesy of The Financial Times, a report on how Indonesia’s economy is prospering despite the sense of crisis elsewhere: In 2013, the US investment bank Morgan Stanley dubbed Indonesia as one the “fragile five”, a group of emerging economies that it believed were especially vulnerable to a jump in interest rates in the US.  Almost a […]

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Southeast Asia Hopes to Become the World’s Next EV Hub

Via The Diplomat, an article on Southeast Asia’s EV ambitions: As countries around the world strive to reach their climate targets, many are turning to electric vehicles (EVs) as a way of reducing carbon emissions. Global efforts to diversify supply chains combined with the drive to adopt green technology have created an opportunity for EV […]

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WILDCATS AND BLACK SHEEP
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.