Archive for the ‘Philippines’ Category

How Big is China’s Footprint in Southeast Asia’s Telecom Sector?

Courtesy of The Diplomat, an article on the extent to which Southeast Asia’s governments are willing to engage with Chinese firms, and the risks they perceive in doing so, vary widely: Because telecommunications play a pivotal role in the collection and transmission of information, geopolitics and national security are often inseparable from more mundane commercial […]

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China Tensions Boost Defense Industry At Philippines’ Subic Bay

Via Nikkei Asia, an article on the growing business opportunity for Philippine entities looking to revive US defense industry activity: Rising tensions with China are creating a business opportunity for Philippine officials looking to revive U.S. defense industry activity at the former American naval base in Subic Bay. More than three decades after the withdrawal […]

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China Tries To Charm Southeast Asia

Via GIS Reports Online, interesting commentary on how China is hoping its appeal as an economic partner will boost its geopolitical influence in the South China Sea region: Vietnam and the Philippines badly need foreign investment U.S. military support in the South China Sea achieved little China’s economic leverage could boost its regional influence The South […]

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On China, Can Marcos Succeed Where Duterte Failed?

Via The Diplomat, an article on whether the new Philippine president’s efforts to navigate relations with both the U.S. and China: Yesterday, Philippine President Ferdinand Marcos Jr. flew to China for a three-day state visit aimed at advancing the two nations’ at times troubled bilateral relations. As The Associated Press reported, Marcos flew to Beijing with a […]

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Marcos Jr: In Desperate Need of China’s Belt and Road?

Via Asia Times, an article on the Philippine leader’s trip to Beijing hat in hand with major infrastructure deficiencies and failings at home: Philippine President Ferdinand Marcos Jr’s maiden visit to China, the leader’s first major foreign trip scheduled for January 3-5, comes in the wake of a pressing infrastructure crisis at home. Over the weekend, […]

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USA: Ready To Expand Its Strategic Economic Footprint In Southeast Asia?

Via The Diplomat, a look at potential expansion of the U.S. economic footprint in southeast Asia: U.S. Vice President Kamala Harris landed in Manila last week, a visit which was meant to send a signal to the Philippines that they can count on the United States for economic and defense assistance. Along with reaffirming defense ties, […]

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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.