Archive for the ‘Thailand’ Category

Current Ambitions: The World’s Next EV Superpower?

Via The Economist, a look at where three Asian countries vying to become the next electric-vehicle superpower: IN A SCRAPPY office that is more startup than ivory tower, Yossapong Laoonual, honorary chairman of the Electric Vehicle Association of Thailand, strikes a bullish tone. Clinging to the internal-combustion engine is “like doubling down on horse-drawn carriages long […]

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ASEAN’s Tiger Economies Have Lost Their Roar

Via Nikkei Asia, a look at how – with diverse national circumstances – Southeast Asia remains less than the sum of its parts: In the bubble years of the late 1980s, the appreciation of the Japanese yen sent a flood of investment from corporate Japan to the fast-growing economies of Southeast Asia. Matsushita, as Panasonic […]

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Stakes Rise in Southeast Asia’s Casino Race as Singapore’s Rivals Place Bets

Via Nikkei Asia, a look at how growing casino industries in Thailand and Philippines are threatening Singapore’s regional leadership in the space: When Singapore’s Marina Bay Sands (MBS) integrated resort went almost completely dark during the 2020 COVID-19 lockdown, the absence of guests in the three gleaming towers, with their casinos, hotels, malls and event spaces, symbolized the […]

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Speeding Up the Economy: The Role of Methamphetamines in the Southeast Asian Boom

Via The Diplomat, an article on how – faced with ruthless economic demands – increasing numbers of Southeast Asian workers are turning to a cheap, addictive drug that enables them to “work without stopping:” Like many teenagers around the world, Ngo started using drugs after being encouraged by his friends. But what separates his experiences […]

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New Railways Could Transform Southeast Asia

Via The Economist, a look at new railways that could transform South-East Asia: Few better ways exist to see Vietnam than to travel on its north-south railway. It was originally built by French colonialists, and its trains pass rice paddies, verdant mountains and spectacular coastlines as they go from Hanoi, the capital, to Ho Chi Minh […]

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Google To Invest $1B Into Thai Data Center, Cloud Infrastructure Sector

Via Nikkei Asia, a report on Google’s plan to invest in Thailand’s data center and cloud sector: Alphabet Inc.’s Google said on Monday it would invest $1 billion in Thailand to build a data center and cloud region to meet growing cloud demand and support artificial intelligence adoption in Southeast Asia. The investment would create […]

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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.