Archive for the ‘Vietnam’ Category

Vietnam’s Booming Korea Towns

Via Nikkei Asia, an interesting look at Vietnam’s booming Korea Towns: Peter Jung’s very niche enterprise would have been unimaginable just a short time ago in Ho Chi Minh City. Last year he opened Fill It, a high-end clinic specializing in scalp micropigmentation, a treatment for hair loss, serving the city’s South Korean population. “Of […]

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Playing Through: Will a New Golf Course Near Hanoi Cement Trump-Vietnam Relations?

Courtesy of The Diplomat, a look at the recent decision by the the Trump Organization to build a $1.5 billion course in Hung Yen, the home province of Communist Party chief To Lam: Who knows what Donald Trump recalls of his first presidency or how much of what went on during those four years will […]

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The 10 Fastest-Developing Cities on Earth

Via Statista, a graphical look at the 10 fastest-developing cities on Earth: Out of the world’s top 15 growth hubs, 14 are forecast to be located in Asia, according to the Growth Hub Index 2024 by British real estate service Savills. These cities have been identified as set to develop particularly quickly by 2033, based on indicators […]

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The Political Economy Of Vietnam’s North-South High-Speed Rail Project

Via Eurasia Review, analysis of the Vietnam’s North-South high-speed rail project: Vietnam has had to struggle to develop an efficient railway system due to financial and technical constraints. In 2010, then-Prime Minister Nguyen Tan Dung proposed an ambitious plan to build a 1,500km high-speed rail (HSR) which would connect the two economic centres, Hanoi and […]

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Vietnam’s VinFast Calls Philippines ‘Important’ For Its Global Expansion

Via Nikkei Asia, a report on VinFast’s interest in the Philippines: The Philippines and its relatively nascent electric vehicle market offer VinFast an important growth opportunity, the head of the Vietnamese automaker’s local unit said. VinFast, the automotive arm of the Vingroup conglomerate, formally entered the Philippines in June, signing contracts with four dealers, three […]

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Why China’s Southeast Asia Belt and Road Push Could Give iIt Edge In Critical Battleground

Via South China Morning Post, a report on how infrastructure projects such as high-speed rail could help Beijing keep US from coaxing region into its orbit: When Vietnam’s new top leader To Lam visited Beijing in mid-August, infrastructure was very much top of mind. During the trip, China agreed to support a feasibility study for two standard-gauge […]

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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.