Archive for the ‘Vietnam’ Category

Emerging Asia Growing Faster Than China For 1st Time in 30 Years

Via Nikkei Asia, a report on how emerging Asian countries are growing faster than China for the first time in 30 years: China’s COVID lockdowns mean its economic expansion this year will be slower than the rest of emerging Asia for the first time in more than three decades, the Asian Development Bank projected in […]

Read more »



Thailand, Vietnam, Myanmar Deepen Russia Ties To Blunt Economic Woes

Via Nikkei Asia, a look at Thailand’s, Vietnam’s, and Myanmar’s efforts to deepen their ties to Russia to combat their economic woes: From wooing more Russian tourists to boosting trade, Southeast Asian nations are bolstering economic ties with Russia in hopes of curbing inflation and spurring their recovery from the COVID-19 pandemic. The U.S. and European […]

Read more »



Southeast Asia Hopes to Become the World’s Next EV Hub

Via The Diplomat, an article on Southeast Asia’s EV ambitions: As countries around the world strive to reach their climate targets, many are turning to electric vehicles (EVs) as a way of reducing carbon emissions. Global efforts to diversify supply chains combined with the drive to adopt green technology have created an opportunity for EV […]

Read more »



The China-Vietnam-U.S. “Triangle”: A Model For Globalization’s Future?

Via WorldCrunch, commentary on how – following the escalation of the Chinese-U.S. trade war in 2018 – the “Made in China” label is not as ubiquitous as it once was and, while Southeast Asian economies are on the rise, their growth doesn’t necessarily threaten Chinese dominance: There have been a flurry of reports recently in […]

Read more »



Vietnam: The World’s New Factory Is Emerging

Via the Sunday Times,  a report on Vietnam’s manufacturing surge: On any given work day, Nguyen* wakes early in his cramped rental room in a boarding house in Binh Duong, the heavily industrialised province that neighbours Ho Chi Minh City in southern Vietnam. Nguyen is one of millions of Vietnamese who work in the country’s […]

Read more »



‘Go To South-East Asia, Young One’

Courtesy of The Financial Times, insightful commentary on how – courted by superpowers – southeast Asia is where young westerners should try their luck: At no point in his memoir, even when he knows that Changi Prison beckons, does Nick Leeson sour on south-east Asia. A back-office job for Barings Bank in Jakarta had got […]

Read more »


ABOUT
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.