A Gloom Over Vietnam
January 5th, 2010
Courtesy of The Financial Times, a gloomy prognosis on Vietnam’s economy. As the article notes: “…A flurry of new building in downtown Hanoi, endless swarms of new motorbikes in Ho Chi Minh City: by some standards Vietnam’s economy is powering into 2010. But many economists and business executives remain stubbornly gloomy. Vo Truong Son should […]
Read more »China’s Energy Diplomacy in Southeast Asia
November 17th, 2008
From The Asia Pacific Journal, an interesting look at China and Vietnam’s efforts to resolve their long-running territorial disputes in the South China Sea, especially over energy, as their export-oriented economies slow under the impact of global financial turmoil and deepening recession. As the article notes “…Under the plan, Chinese and Vietnamese companies will be […]
Read more »Russia & Vietnam Energy Cooperation
November 12th, 2008
Via Energy Daily, a report on a recent agreement between Russia and Vietnam on further cooperation on geological exploration and hydrocarbon production by their Vietsovpetro joint venture. As the article notes, the agreement prolongs the activity of the Vietsovpetro joint venture between Russia’s Zarubezhneft and Petrovietnam after 2010, and some analysts speculate that – beginning […]
Read more »Mobius’ Emerging Opportunities
September 29th, 2008
Via The Financial Times, an interesting look at which emerging markets Mark Mobius (executive chairman of Templeton Asset Management) is focusing on, in spite of the recent credit-related financial turmoil. As the article notes, Mobius has long been at the forefront of drawing investors toward frontier markets, including Bangladesh, Botswana, Estonia and Tunisia, and now […]
Read more »Vietnam’s Economy: Growing Pains
August 1st, 2008
From The American, a detailed look at how – despite rapid economic growth in the past few years - the past several months have offered a reality check for Vietnam, as inflation has spiked and concerns have mounted over currency depreciation and macroeconomic stability. As the article reports: “…In June, the consumer price index inflation rate […]
Read more »Gazprom Explores Southeast Asia
May 23rd, 2008
Reuters recently reported that Gazprom signed a deal with Vietnam’s state-owned energy company, Petrovietnam, to explore four new offshore fields. Gazprom says that their joint venture company VietGazprom, which has been exploring a Vietnamese offshore deposit since 2000, will operate the new fields. As Robert Amsterdam points out, this is just the latest example in […]
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.