Malaysia’s Forest City Went From Boomtown to Ghost Town
March 19th, 2024
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 […]
Read more »Malaysia: Surprise Winner from U.S.-China Chip Wars
March 11th, 2024
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 […]
Read more »To Know Where the World Economy Is Headed, Look at the Bottom of a Toy Car
January 31st, 2024
Courtesy of The Washington Post, an interesting commentary on global manufacturing and emerging economies: What if I said you could read real world history on the underside of your kids’ Hot Wheels? In my Philippine childhood in the 1970s, my brother Hector and I played with die-cast toy cars. I remember the first time I […]
Read more »Top 5 Emerging Market Import / Export Centers in 2024
January 24th, 2024
Via The Business Year, an article on which emerging market countries are essential nodes in global trade in 2024? One way of looking at international trade is to see it as the cumulative exchange of goods and services across borders over time. Every component used in a finished product has been through the import/export process several times […]
Read more »Yamaha Taps School Music To Score Growth in India, Southeast Asia
January 19th, 2024
Via Nikkei Asia, an article on Yamaha efforts to grow sales in emerging markets as Japan sales slide: For one New Delhi fifth grader shy of singing, a white, plastic recorder gifted by Japan’s Yamaha Corp. has been a potentially career-defining revelation. “I feel I’m better at playing the recorder and may even teach it […]
Read more »Tesla EV Plans Spur ‘Musk Pilgrimages’ From India and Southeast Asia
January 16th, 2024
Via Nikkei Asia, an article on Tesla’s EV plans in India and Southeast Asia: Indian and Southeast Asian leaders are appealing directly to Tesla CEO Elon Musk to invest in their countries as the electric-vehicle maker weighs options for curbing its dependence on the Chinese market. Indian Prime Minister Narendra Modi met with Musk in […]
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.