Vietnamese Consumers: Coming of Age In 2023
May 31st, 2023
Via McKinsey, a detailed look at Vietnam’s consumer class: For the past few years, the middle class in Vietnam has been on the rise, spreading out geographically and growing increasingly diverse.1 Consumers are growing in number and becoming more demanding and discerning. It is estimated that more than half of the Vietnamese population will enter […]
Read more »Foxconn Leases New Site in Vietnam As It Continues To Diversify Production Away From China
February 15th, 2023
Via South China Morning Post, an article on Foxconn’s efforts to diversify production away from China: Apple’s biggest contractor Foxconn Technology Group said it has secured a new site in Vietnam, as the Taiwanese giant pushes ahead with efforts to shift more production away from mainland China following major disruptions at its key manufacturing base late last year. […]
Read more »Vietnam Pulls Off Asia’s Fastest Growth as Economy Powers On
December 29th, 2022
Via Bloomberg, an article on Vietnam’s continued economic growth: Vietnam’s economy grew at the fastest pace in Asia this year, signaling momentum just before risks from a global slowdown began to materialize. Gross domestic product rose 8.02% in the year to December, according to official data reported Thursday. That was faster than the government’s initial […]
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 »Economic Themes Defining Vietnam In 2022
December 12th, 2022
Via VN Express, a report on the economic themes that defined Vietnam in 2022: Vietnam’s economy experienced a bumpy year with major stumbling blocks in the stock, property and corporate bond markets. However, it is expected to end 2022 on a high note thanks to surges in growth, the trade surplus and foreign investment. GDP […]
Read more »Vietnamese Automaker Files for New York IPO
December 10th, 2022
Courtesy of The Diplomat, a report on Vietnamese EV manufacturer VinFast’s filing for a NYSE IPO just days after it shipped its first batch of completed cars to the United States: The Vietnamese electric vehicle maker VinFast has filed for an initial public offering in New York in a bid to bolster its audacious entry […]
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.