Archive for the ‘Thailand’ Category

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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ASEAN Hasn’t Got Talent

Via East Asia Forum, commentary on the challenge some ASEAN countries face in transitioning to knowledge-based economies: In Brief ASEAN is scouting global talent to strengthen its digital transformation. While countries like Singapore and Vietnam are climbing global education rankings, others in the region continue to lag behind. To accelerate the transition to knowledge-based economies, […]

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Myanmar’s Yoma Expands Noodle Shops To Thailand

Via Nikkei Asia, an article on one Myanmar conglomerate’s efforts to distance itself from the military government there: Myanmar’s Yoma Group is bringing a local chain of noodle shops to Thailand this year, growing the conglomerate’s restaurant business even amid political turmoil in its home market. Singapore-listed Yoma Strategic Holdings, the operator of KFC chicken restaurants […]

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Southeast Asia’s Old Airports Taking Off Once Again

Via Nikkei Asia, an article on Southeast Asia’s old airports which are revving back to life: Since last year, Indonesian airline TransNusa has routinely shuttled passengers between Jakarta and Kuala Lumpur two to three times each day. But when its Airbus A320 plane touched down outside Malaysia’s commercial capital on Aug. 1, it was hailed […]

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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.