Archive for the ‘Vietnam’ Category

Can Vietnam Become The Next Asian Tiger?

Via East Asia Forum, a report on Vietnam’s economic potential: Amid the COVID-19 pandemic and rising US–China trade tensions, Vietnam leapfrogged South Korea to become the United States’ sixth largest trade partner by import value in 2022. This jump represents an important pivot in Vietnam’s economy — Vietnam’s biggest export to the United States is no longer […]

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These Five Countries Are Key Economic ‘Connectors’ in a Fragmenting World

Courtesy of Bloomberg, a look at the Vietnam, Poland, Mexico, Morocco and Indonesia are benefiting from the reshuffling of supply chains in response to US-China tensions. You may not have grown up playing with an Erector Set, but perhaps you had another building kit where, with patience and perhaps some parental assistance, you could bolt […]

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Singapore Taps Vietnam, Indonesia and Malaysia for Low-Carbon Energy

Courtesy of Nikkei Asia, a report on Singapore’s plan to tap Vietnam, Indonesia and Malaysia for low-carbon energy: Companies in Singapore this week unveiled a number of projects aimed at importing low-carbon sources of energy, setting the tone for a transition to cleaner power to help fight climate change. Low-carbon energy sources include hydrogen, wind […]

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U.S. / Vietnam Bamboo Diplomacy: Focused On Chips Not Troops

Courtesy of Foreign Affairs, commentary on the limits—and hidden strengths—of Washington’s new partnership: In the weeks since U.S. President Joe Biden traveled to Hanoi to announce a “comprehensive strategic partnership” with Vietnam, many commentators have described it as a historic turning point in U.S.-Vietnamese relations. The partnership is the highest kind that Vietnam recognizes with […]

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Putting Renewable Energy Within Reach: Vietnam’s High-Stakes Pivot

Courtesy of McKinsey, a report on how – with conducive conditions – Vietnam’s renewable-energy development could increase exponentially to attract manufacturers and ensure its energy security: Vietnam’s long-awaited Power Development Plan VIII (PDP8) has recently been approved, setting ambitious renewable-energy goals for 2030—similar to the recommendations for Vietnam to embrace renewables set out in our 2019 […]

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Vietnam’s Plans to Dent China’s Rare Earths Dominance

Courtesy of Reuters, a report on Vietnam’s plans to dent China’s rare earths dominance: Vietnam plans to restart its largest rare earths mine next year Dong Pao is among world’s biggest mines, draws foreign interest Australia’s Blackstone eyes $100mln Dong Pao investment Blackstone’s partner VTRE plans factory with S. Korea’s Setopia Concerns mount over China’s dominance […]

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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.