China’s New Rail Link To Vietnam
April 8th, 2022
Via RailFreight.com, an article on China’s new link to Vietnam: A new rail freight link has been launched between China and Vietnam. It connects the Chinese Silk Road hub Chongqing and the capital of Vietnam – Hanoi. The route is part of the New International Land-Sea Trade Corridor, one of the many corridors of the Belt […]
Read more »Asia’s Coffee Revolution: From Indonesia to Vietnam
January 26th, 2022
Via Nikkei Asia, a report on Asia’s coffee revolution: Not a day goes by without a cup of coffee for Leo Hao, a native of Shanxi Province in China now working in Shanghai. The branding executive used to drink tea but switched to coffee in 2013 under the influence of his then-girlfriend, who is now […]
Read more »India, Vietnam, and Philippines to Drive Emerging Asia Growth in 2022
January 14th, 2022
Via Emerging World, a look at Fitch’s 2022 Asia Pacific forecasts: We recently viewed the latest Asia Pacific forecast put out by Fitch. On a broad level, they see regional growth to slow, weighed down by China. In ‘21, Emerging Asia grew above 7%, but it hovers around 5.7% in the Fitch forecast for ‘22. But […]
Read more »ExxonMobil Stares Down China for Vietnam Gas
December 9th, 2021
Via Asia Times, a report on ExxonMobil’s recommitment to it $20 billion ‘Blue Whale’ gas project despite tacit threats from Beijing: Vietnam’s long-delayed Blue Whale offshore gas development project may be closer to pumping after operator and majority owner ExxonMobil said last week it was working on a final development plan for the field, which sits […]
Read more »Vietnam’s Covid Stumble Threatens Economic Boom
August 17th, 2021
Via the Asia Times, an article on the potential impact of COVID on Vietnam’s economic growth: Vietnam risks giving the old investment adage “buy the rumor, sell the fact” a bad name as the delta variant upends an economy rumored to have beaten Covid-19. Up until last month, the Southeast Asian growth star was on […]
Read more »Vietnam and Kazakhstan: Stand Out Investment Opportunities
June 14th, 2021
Via International Investment, a report on why Vietnam and Kazakhstan stand out as investment opportunities: Save for China and a handful of Southeast Asian countries – seen as some of the ‘winners’ of the crisis – emerging nations are expected to suffer more from the lockdowns and slow administration of vaccines, and will take longer […]
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.