Archive for the ‘Thailand’ Category

Rising Energy Prices Rekindle Thai, Cambodian Interest In Disputed Waters

Via Nikkei Asia, an article on how rising energy prices may rekindle tensions between Thailand and Cambodia over long-dormant oil and gas reserves: A decades-old dispute between Cambodia and Thailand over potentially resource-rich waters is back in the spotlight as rising prices press governments to find new energy sources. Thai officials have floated a new […]

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A Bad Idea Revisited: Thailand Pitches Prayut’s ‘Land Bridge’ to Beijing

Via The Diplomat, a look at how a proposed costly Thai infrastructure project would damage the environment and create an unhealthy economic dependence on China: A very old idea has resurfaced in Thailand. In a direct pitch to Chinese Premier Li Qiang and Chinese investors at the Belt and Road Forum (BRF) held in Beijing […]

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Thailand, Vietnam and Neighbors Compete in Airport Expansion Race

Via Nikkei Asia, a look at how airlines’ passenger capacity for seven Southeast Asian nations to double by 2030: Southeast Asian countries are rushing to expand their major airports to meet rising domestic demand as well as attract foreign investment and travelers to boost economic growth, although some plans are raising concerns about over- investment. […]

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Thailand’s “Asia’s Next Digital Hub” Ambition

Via Modern Diplomacy, an article on Thailand and Indonesia’s digital ambitions: Thailand is one of the countries in Southeast Asia with an ambitious digital transformation program. The program is summarized in one policy called “Thai 4.0”. The Thai 4.0 policy itself is a policy that promotes digital industrial-scale transformation while establishing an economic corridor in […]

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Bangkok’s Planned $14B Redevelopment

Via Nikkei Asia, a report on Bangkok’s planned $14bn redevelopment spree led by top conglomerates: Bangkok is poised for a wave of renewal projects totaling more than 500 billion baht ($14 billion) and backed by some of the country’s top conglomerates, aiming to transform the Thai capital into a destination rivalling Singapore. A mammoth development […]

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In Myanmar, Chinese and Thai Companies Fill Economic Vacuum

Courtesy of NikkeiAsia, a report on how – as Western businesses exit Myanmar – investments come from friendly nations such as China and Thailand: From infrastructure to consumer goods, Chinese and Thai companies have expanded in Myanmar as their countries maintain relations with the Western-sanctioned military-led government. Than Swe, Myanmar’s military-appointed deputy prime minister and foreign […]

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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.