U.S.-China Rivalry Hits Home in this Philippine Province
December 13th, 2023
Via Nikkei Asia, a report on how the U.S.-China rivalry hits home in the Philippines, specifically Cagayan where both sides make moves to bring both growth and security: This spring, after 47 years as a local politician, Manuel Mamba for the first time found himself at the center of a national firestorm. Mamba is governor […]
Read more »Philippine, Bangladesh Power Giants: Gas Needed in Green Transition
October 2nd, 2023
Via Nikkei Asia, an article on developing Asia’s massive electricity demand: Booming Asian countries like the Philippines and Bangladesh need natural gas to meet domestic energy demand as they shift to greener sources, according to their leading power providers. AboitizPower, the power generation arm of Philippine conglomerate Aboitiz Group, and Bangladesh’s largest power provider Summit Power International […]
Read more »AI’s Potential Impact On The Philippines’ Business Process Outsourcing Industry
July 20th, 2023
Via Rest of World, a look at how AI may impact the Philippines’ call center industry, which makes up 7.5% of the country’s economy: The Philippines is a global giant in outsourced office work. Its roughly 1.6 million workers are on the front lines for replacement by generative AI. The country’s parliament and industry are […]
Read more »Biggest African Port to Be Partially Privatized
July 18th, 2023
Africa’s biggest harbor will be partly owned and operated by the Philippines’s International Container Terminal Services, a first for South Africa’s national ports company and a major privatization step. As reported by Bloomberg, the firm – known as ICTSI – was selected as an equity partner to help run and expand Durban Container Terminal Pier […]
Read more »From Bangkok to Manila, Southeast Asian Metro Rail Expands Rapidly
July 12th, 2023
Courtesy of Nikkei Asia, a look at how metro rail networks across southeast Asia will grow 20% through 2024, helping to ease congestion: Metropolitan rail networks in Southeast Asia are on track to expand 20% by the end of next year, a Nikkei analysis shows, the growth fueled by the need to ease congestion and […]
Read more »How Big is China’s Footprint in Southeast Asia’s Telecom Sector?
May 10th, 2023
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 […]
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.