Archive for the ‘Malaysia’ Category

Malaysia’s Largest Port To Double Capacity To Chase Singapore

Via Nikkei Asia, a look at Malaysia’s efforts to build logistics competition in southeast Asia: Malaysia’s largest port, on the major sea route of Malacca Strait, plans to double its capacity over the coming decades, chasing neighboring hub Singapore as the shift in global supply chains adds to the competition in Southeast Asia’s logistics sector. […]

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Brunei Firm Pitches 1,600 km High-Speed Rail Linking Indonesia, Malaysia

Via Nikkei Asia, an article on a bold Trans-Borneo project seeking to connect Kota Kinabalu and Nusantara: A Brunei-based infrastructure company has announced a proposal for the first high-speed railway on the island of Borneo that would connect Brunei with its two larger neighbors, Indonesia and Malaysia, including the former’s future capital city. Brunergy Utama, […]

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Can Europe Save Forests Without Killing Jobs in Malaysia?

Courtesy of The New York Times, an article looking at the impact of a new regulation that aims to rid the palm oil supply chain of imports that come from former forestland. Southeast Asian countries say it threatens livelihoods. The European Union’s upcoming ban on imports linked to deforestation has been hailed as a “gold standard” in […]

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Malaysia’s Sarawak Targets Green Energy Powerhouse Status

Courtesy of Nikkei Asia, a look at efforts to position Malaysia’s Sarawak state as a green energy leader: In an ambitious pivot away from its entrenched oil and gas legacy, Malaysia’s Sarawak is working to carve out a new identity as Southeast Asia’s emerging green energy powerhouse, the head of the state’s investment agency told […]

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Malaysia’s Forest City Went From Boomtown to Ghost Town

Courtesy of Foreign Policy, a report on how China’s real estate collapse is sinking projects beyond its borders: On an island in the Singapore Strait, a thicket of apartment blocks peers mournfully over the sea. A corps of green-shirted gardeners dutifully tends the lawns and herbaceous borders along the roadside. A few cars slip along smooth […]

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Malaysia: Surprise Winner from U.S.-China Chip Wars

Courtesy of The Financial Times, an article on Malaysia’s opportunity to benefit from the U.S.-China chip war: Shortly after a Chinese company opened up nearby, employees at Malaysian contract manufacturer Kemikon walked outside their factory to find sheets of paper stuck to their car windshields. The flyers were from Fengshi Metal Technology, a Suzhou-based rival […]

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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.