Archive for the ‘Malaysia’ Category

The Winners From U.S.-China Decoupling

Via Foreign Policy, a report on how – from Malaysia to Mexico – some countries are gearing up to benefit from economic fragmentation: A full decoupling of the Chinese and Western economies could be a costly proposition. The International Monetary Fund estimates that it could shave around 7 percent off global GDP in the longer term, […]

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Malaysia’s King Bids to Revive Chinese-Backed ‘Dream Paradise’

Courtesy of The Financial Times, a report on the Malaysia’s king bid to revive a Chinese-backed ‘dream paradise’ –  the $100bn Forest City development on Malaysia’s southern coast aimed to provide homes for as many as 700,000 people: Malaysia’s billionaire king is trying to resuscitate a huge real estate project he helped launch in his […]

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Malaysia Pins Its Belt and Road Infrastructure Hopes On Deepening China Ties

Via South China Morning Post, a report on Malaysia’s interest in deepening ties with China: Setting his sights on major investments from China, Malaysia’s Transport Minister Anthony Loke says he’s confident that ties will continue to deepen as the Southeast Asian nation powers ahead with an ambitious infrastructure agenda, including a slew of high-profile belt and […]

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Japanese Ice Cream Melts Hearts in Asia with Record Exports

Via Nikkei Asia, a look at the growing popularity of Japanese ice cream melts hearts in Asia, where Taiwan is top overseas market, with Malaysia emerging as new battleground: Japan’s ice cream industry has been hot since last summer, fueled by scorching temperatures and record-high shipments to Taiwan and other markets. Sales of the frozen […]

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China’s Demand for Durian Is Creating Fortunes in Southeast Asia

Courtesy of the New York Times, a report on how demand for durian – known for its rich taste and intense smell – has reshaped parts of Southeast Asia, where it has long been a staple: Before he started a company 15 years ago selling the world’s smelliest fruit, Eric Chan had a well-paying job […]

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Resource Nationalism, Geopolitics, and Processing Strategic Minerals in Indonesia, South Africa, and Malaysia

Via Clingendael, a new report on resource nationalism, geopolitics, and processing strategic minerals in Indonesia, South Africa, and Malaysia: Strategic minerals are essential to the modern-day technologies that enable the digital transition, decarbonisation, and the development of advanced military systems. However, their extraction and processing is concentrated in a handful of countries, creating concerns about […]

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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.