Southeast Asia Rides Fourth Wave of Regional Growth
June 19th, 2023
Courtesy of The Financial Times, commentary on how youth, education and urbanisation make Southeast Asia ripe for foreign investment: The US-China trade war is over, runs an often-made joke in Singapore. “And the winner is Vietnam.” Actually, the war shows little sign of easing, even as the combatants reel from the coronavirus, but the punchline […]
Read more »Tensions Flare in Ancient Thai City Over New Chinese-Backed High-Speed Railway Development
June 15th, 2023
Courtesy of The China-Global South Project, a fascinating article about a bitter dispute underway in the ancient Thai city of Ayutthaya over the risks posed by a new Chinese-backed high-speed railway that will pass through the city. As noted, there’s no simple answer here. On the hand, the new railway will make it easier for […]
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 »Digital Infrastructure Propels New SE Asian Tigers
February 7th, 2023
Courtesy of the Asia Times, a report on how China’s trade with Southeast Asia is driving a world-beating economic boom: China’s exports to Southeast Asia jumped by 20% in 2022, despite a year-on-year decline in China’s total exports driven by a 19% drop in exports to the US and a 17% drop in exports to the […]
Read more »India, Vietnam, Thailand, Malaysia, and Bangladesh: The World’s New Factories
December 27th, 2022
Via BusinessInsider, a report on how India, Vietnam, Thailand, Malaysia, and Bangladesh are stepping up to replace China as the world’s factory: China’s COVID policies are pushing companies to diversify supply chains away from the country. They had already begun moving out due to geopolitical tensions and tariffs from the Trump era. India, Vietnam, Thailand, […]
Read more »$7bn Saudi Hydrogen Plan To Unleash Thailand’s Green Power Potential
November 29th, 2022
Via Recharge News, a report on a Saudi ACWA’s new $7bn hydrogen plan to unleash Thailand’s green power potential: Saudi renewables developer ACWA Power is partnering with the Thai state on a plan to develop a massive $7bn green hydrogen and ammonia plant in Thailand — the first of this size earmarked for the south […]
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.