The Sino Indian Vietnamese Triangle: Old Grudges, Hydrocarbons, And Geopolitical Gamesmanship
September 14th, 2012
Via Energy Tribune, a very interesting two-part series examining the complicated history of the relationships between India, China, and Vietnam, especially as they revolve around oil & gas resources: Vietnam is a country that has seen its share of war, suffering and hardship. From its days of French colonial rule and the 1950s war to […]
Read more »The End of the Vietnamese Miracle
July 13th, 2012
Via Foreign Policy, a report on Vietnam’s economic challenges ahead: “…In what was once one of Asia’s most exciting emerging markets, Nguyen Van Nguyen sees only gloom ahead. Since 2008, his business in southern Vietnam’s economic capital has suffered through two volatile bouts of inflation, peaking in August 2011 at 23 percent — at the […]
Read more »Vietnam: The Next High-Growth Asian Story
May 22nd, 2012
Courtesy of FE TrustNet, a look at Vietnam: Vietnam is set to be the next south-east Asian economy to boom and could offer UK investors a long-term high-return investment, according to the managers of the Vietnam Holding investment trust. The country’s demographics are second to none, portfolio founder Juerg Vontobel says, and with only one-third […]
Read more »Vietnam: Not The Next China
May 8th, 2012
Courtesy of The Financial Times, a close look at Vietnam: Until 2008 Vietnam was regarded as “the next China”. Then the global credit bubble burst and a far-less impressive economy emerged. But after returning from 10-days of field research looking at factories and infrastructure in Guangdong and Wuhan, in China, and the same in northern […]
Read more »Vietnam And Venezuela Develop A New Oil Field
April 21st, 2012
Via Reuters, an article on a Vietnam-Venezuela oil and gas joint venture that has begun production at a new field in the Orinoco region with an initial output of 50,000 barrels per day (bpd). As the report notes: “…The venture, PetroMacareo, would raise extra heavy crude oil output from the field in Junin 2 block […]
Read more »Vietnam Set To Emerge As The Commodity Trading Hub Of South-East Asia
April 21st, 2012
Via the Emerging Frontiers blog, a report on the competition between India and Vietnam to become the commodity trading hub of SE Asia: When Singapore Mercantile Exchange, the first pan-Asian commodity exchange, opened for business in February, it chose Ho Chi Minh City as the delivery benchmark for its pepper contract, constituting a fresh setback […]
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.