Archive for the ‘Philippines’ Category

Philippine Hotel Chain Goes Global with Japan Ski Resort Development

Via Nikkei Asia, an article on a Philippine hotel chain going global with a Japanese ski resort development: Singapore-based Philippine chain Hotel101 is planning to launch one of its first overseas facilities at the northern Japanese ski resort of Niseko based on a model of fast-food-style standardization, its global CEO told Nikkei Asia. Hotel101, aiming […]

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The Luzon Economic Corridor: A Badly-Needed Win For the US in Southeast Asia?

Via The Diplomat, a look at the Luzon Economic Corridor proof of concept for the G-7’s Partnership for Global Infrastructure and Investment in the northern Philippines: Among the outcomes of the inaugural U.S.-Japan-Philippines trilateral summit on April 11, arguably the most significant was the announcement of the Luzon Economic Corridor. Even a cursory glance hints at […]

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What A Zoom Cashier 8,000 Miles Away Can Tell Us About The Future of Work

Via Vox, a look at a new age of digital offshoring: Questions of how a new technology will change the way we work have only become more pressing since OpenAI’s Chat-GPT burst onto the scene in late 2022. Since then, we’ve seen frenzied predictions of how AI will upend American jobs — perhaps even doing away with the […]

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US, Philippines Eye Agreement to Cut China Nickel Dominance

Via Bloomberg, a report on growing US / Philippine cooperation around nickel: Nations are wary over Beijing’s grip on supply from Indonesia Nickel is crucial metal needed for many electric car batteries The U.S. and the Philippines are in discussions over ways to prevent China from dominating nickel processing in the Southeast Asian nation, a key supplier […]

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Xi’s Armada Is Winning the Battle for Energy in the South China Sea

Courtesy of Bloomberg, a look at how tensions are soaring, but Southeast Asian nations are struggling to push back on Beijing’s contested claims and tap the energy resources their growing economies need: This was supposed to be the year that Vietnam reaped the benefits from one of its largest natural gas discoveries. An estimated 150 […]

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Southeast Asia’s Potential in Critical Minerals

Via the Australia Strategic Policy Institute, a report on Southeast Asia’s potential in critical minerals: Global critical mineral demand is expected to increase dramatically in coming decades, from a 7.1 million tonnes in 2020 to 42.3 million tonnes in 2050. Global commitments to decarbonisation are the main drivers of this growth, because clean-energy technologies depend […]

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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.