Apple Got Rich in China. Other Asian Markets Offer The Next ‘Golden Opportunity’
June 15th, 2023
Via CNN, a look at how other Asian markets offer the next ‘golden opportunity’ for Apple: Apple launched an online store in Vietnam this week, in another nod to the growing importance of emerging markets for the iPhone maker. The opening on Thursday, which followed the high-profile launch of its first physical shops in India, […]
Read more »2022: A Good Year for Petronas
April 27th, 2023
Courtesy of The Diplomat, an article on how Petronas – Malaysia’s state-owned energy giant – benefited from the global spike in oil and gas prices, but its long-term future is less certain: By any measure, 2022 was a banner year for Petronas, Malaysia’s state-owned energy giant. Petronas deals mainly in extracting, refining , and selling […]
Read more »India, Vietnam, Thailand, Malaysia, and Bangladesh: The World’s New Factories
December 27th, 2022
Via BusinessInsider, a report on how India, Vietnam, Thailand, Malaysia, and Bangladesh are stepping up to replace China as the world’s factory: China’s COVID policies are pushing companies to diversify supply chains away from the country. They had already begun moving out due to geopolitical tensions and tariffs from the Trump era. India, Vietnam, Thailand, […]
Read more »Malaysia, Congo, Chad Want To Join OPEC
March 8th, 2018
Via Oil Price.com, a report on some new countries’ ambitions to join OPEC: Chad, Congo, and Malaysia are all lining up to join OPEC, Gabriel Mbaga Obiang Lima, the energy minister of the cartel’s newest member Equatorial Guinea, told Russian outlet Sputnik on the sidelines of the CERAWeek conference in Houston on Wednesday. In Africa, countries like […]
Read more »Growth From The Ground Up In Iskandar
April 24th, 2013
Via Mark Mobius’ blog, a look at Iskandar, Malaysia: Our emerging markets team isn’t too keen on following crowds. Part and parcel of Templeton’s contrarian approach is traveling to places others aren’t, and thinking about the long-term potential in specific industries and companies that may not be on others’ radar screens. One place we’ve had […]
Read more »Malaysia’s Petronas Bidding For Onshore Myanmar Field
December 1st, 2011
Via Reuters, a report that Malaysia’s state oil firm Petronas has put in a bid for an onshore energy field in Myanmar. As the article notes: “…At the moment in Myanmar we are only offshore and the business has been quite good,” Wee [Executive Vice President of Exploration and Production Wee Yiaw Hin] told reporters […]
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.