Archive for the ‘Vietnam’ Category

In Rural Vietnam, Facebook Finds A New Approach To Growth

Via Nikkei Asia, a report on Facebook’s bet on chat-based e-commerce and online video in Vietnam and beyond: Facebook is taking lessons from rural Vietnam as part of its advertising business becomes more difficult and online merchants embrace video and chat to connect with customers. Vietnam’s increasingly prosperous rural population is adapting quickly to smartphone use […]

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Capital Meant For Myanmar May Go To Vietnam and Cambodia

Via Nikkei Asia, an article on how capital meant for Myanmar may seek havens in Vietnam and Cambodia: The military coup in Myanmar has forced investors who had earmarked capital for the country to look for nearby alternatives. Delta Capital, Anthem Asia and other funds that have solely focused on Myanmar are adopting a wait-and-see […]

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A Dream Deferred? The ‘Equitization’ of Vietnam’s State-Owned Enterprises

Via The Diplomat, an article on Vietnam’s progress towards a more liberal, market-driven economy: Vietnam has weathered the COVID-19 crisis better than most nations. The spread of the virus has been managed well, and despite turmoil in global markets the economy grew by around 3 percent in 2020, while running a $19 billion trade surplus. Investment […]

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IMF Projects Vietnam Will Become 4th Largest Economy In Southeast Asia This Year

Via NHIP CAU, a report on Vietnam’s economic growth: The Southeast Asian country’s GDP in 2020 is estimated to reach $340.6 billion, exceeding Singapore with $337.5 billion and Malaysia with $336.3 billion. The organisation has forecast Vietnam’s 2020 GDP growth at 1.6 percent, while Singapore’s economy will contract 6 percent Meanwhile, Thailand’s GDP this year […]

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Is Vietnam the Next ‘Asian Miracle’?

Courtesy of The New York Times, a report on Vietnam: Within days of China’s announcing the first case of Covid-19, Vietnam was mobilizing to stop the spread of the coronavirus. Using mass texts, TV ads, billboards, posters and loudspeakers, the government exhorted the nation’s 100 million citizens to identify carriers and trace contacts, contacts of contacts, […]

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Vietnam

Via LinkedIn, commentary on Vietnam: Vietnam is a high growth market situated in the heart of Asia. Its cohesive population of 100m people is young, hard-working and increasingly digitally connected. Over the last 30 years, Vietnam has experienced high levels of GDP growth, averaging about 6 to 7% and attracting record levels of Foreign Direct […]

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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.