The Reality of Vietnam’s Energy Transition
November 25th, 2022
Courtesy of The Diplomat, a look at Vietnam’s energy transition, a country which emerged as a regional leader in renewables, but some thorny challenges ahead: Earlier this fall, U.S. climate envoy John Kerry shone a spotlighton Vietnam, urging the Southeast Asian nation to “do what is sensible” and refocus its energy sector by investing in renewables and […]
Read more »Economic Rationale For China’s Pivot To Vietnam
November 24th, 2022
Via Asia Power Watch, a report on the economic rationale for China’s pivot to Vietnam: There has been a lot of media coverage around the recent escalation of high-level negotiations underway between China and Vietnam. Several agreements and MOU’s have been signed, with fifteen such documents having been concluded since June 2022. Vietnam has successfully promoted […]
Read more »Vietnam Urged To Get China-Backed Railway Project On Track
November 22nd, 2022
Courtesy of the South China Morning Post, an article on Vietnam being urged to get China-backed railway project on track and avoid ‘missed opportunities’ despite concerns: For the past seven years, the name of a Vietnamese railway project has appeared in every diplomatic joint statement and declaration between Beijing and Hanoi. But so far, it […]
Read more »Vietnam: Doi Moi 2.0?
October 18th, 2022
Via East Asia Forum, commentary on Vietnam’s economy: In late August 2022, news broke that Apple was in talks to manufacture its famed Apple Watches and MacBooks in Vietnam for the first time. Some view this as a move by transnational corporations and their core suppliers to diversify their production away from China, buffering themselves from intensifying US–China geoeconomic […]
Read more »Why Vietnam’s Economic Future is Bright – and Growing Brighter
September 29th, 2022
Via The Diplomat, a report on how – despite some potential headwinds – Vietnam is well positioned to capitalize economically on the growing Sino-American competition: Recently, the International Monetary Fund altered Vietnam’s economic growth forecast for 2022, revising it upward from 6 to 7 percent. This was the only significant upward revision among Asia’s economies, and higher […]
Read more »Vietnam Ready For Next FDI Wave Out Of China
September 28th, 2022
Via Asia Times, an article on how Vietnam has benefitted immensely from Western decoupling from China and is poised to profit more as trend gathers pace: Foreign direct investment (FDI) in Vietnam continues to increase, rising from US$11.57 billion in July to $12.8 billion in August 2022, signaling the country’s recovery from Covid-19. The growth is partly […]
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.