Archive for the ‘Vietnam’ Category

Vietnam And Myanmar: Growing Closer

Via The Diplomat, a look at the relationship between Myanmar and Vietnam: Burma’s President Thein Sein arrived in Hanoi for an official visit on March 20, where he received a warm welcome from Vietnam’s leaders, including President Truong Tan Sang. Thetwo-day visit came at a time when the two countries have increasingly sought to enhance […]

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Vietnam: A New Asian Tiger?

Via Foreign Policy, a report on Vietnam’s Vietnam many intrinsic strengths — a young labor force, abundant natural resources, and political stability — as well as some short-term risks to a productivity-led growth agenda: It’s clear that much has changed in Southeast Asia since the Vietnam War. Over the past 25 years, Vietnam has transformed itself. […]

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Vietnam’s Capitalistic Trail

Courtesy of The Globe & Mail, a detailed report on Vietnam’s economic growth: “…Nguyen Duc Tai was on a mission one sweltering January morning in Vietnam’s commercial capital, Ho Chi Minh City. Flush with cash from his annual bonus, he wanted to buy his wife a new mobile phone, a gift for the coming Tet […]

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Vietnam Comes Calling

Via The Financial Times, a report highlighting Viettel’s (the military-run mobile phone network operator that is Vietnam’s largest) overseas expansion in the past few years.  As the article notes: “…The persistent attempts by Huawei, the Chinese telecoms equipment manufacturer, to break into into the US have been met with hostility by American legislators suspicious about […]

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Vietnam: A Future BRIC?

Via Nicholas Vardy, a look at Vietnam and the possibility that it may continue to grow closer to BRIC status in the years ahead: More than 30 years after the fall of Saigon, the word “Vietnam” still evokes one of the most shameful chapters in recent American history. And Vietnam itself remains a country of […]

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Vietnam: A Sunny Forecast?

Via Foreign Policy and The Eurasia Group, an interesting look at Vietnam’s economic prospects.  As the article notes: “…A few years ago, Vietnam looked set to lead the pack among “frontier markets,” the next wave of emerging players to offer cutting-edge growth and investment opportunities. Banks were setting up Vietnam funds. Unfortunately, the country’s sometimes […]

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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.