Archive for the ‘Vietnam’ Category

The Political Economy Of Vietnam’s North-South High-Speed Rail Project

Via Eurasia Review, analysis of the Vietnam’s North-South high-speed rail project: Vietnam has had to struggle to develop an efficient railway system due to financial and technical constraints. In 2010, then-Prime Minister Nguyen Tan Dung proposed an ambitious plan to build a 1,500km high-speed rail (HSR) which would connect the two economic centres, Hanoi and […]

Read more »



Vietnam’s VinFast Calls Philippines ‘Important’ For Its Global Expansion

Via Nikkei Asia, a report on VinFast’s interest in the Philippines: The Philippines and its relatively nascent electric vehicle market offer VinFast an important growth opportunity, the head of the Vietnamese automaker’s local unit said. VinFast, the automotive arm of the Vingroup conglomerate, formally entered the Philippines in June, signing contracts with four dealers, three […]

Read more »



Why China’s Southeast Asia Belt and Road Push Could Give iIt Edge In Critical Battleground

Via South China Morning Post, a report on how infrastructure projects such as high-speed rail could help Beijing keep US from coaxing region into its orbit: When Vietnam’s new top leader To Lam visited Beijing in mid-August, infrastructure was very much top of mind. During the trip, China agreed to support a feasibility study for two standard-gauge […]

Read more »



New Railways Could Transform Southeast Asia

Via The Economist, a look at new railways that could transform South-East Asia: Few better ways exist to see Vietnam than to travel on its north-south railway. It was originally built by French colonialists, and its trains pass rice paddies, verdant mountains and spectacular coastlines as they go from Hanoi, the capital, to Ho Chi Minh […]

Read more »



China Is Striking Deals to Cement Its Role as Asia’s Trade Hub

Courtesy of The New York Times, a look at how Beijing’s leaders are working with regional neighbors on the country’s western, northern and southern borders to develop new rail and sea links. China has made several moves in recent months to advance its ambitious aim to become the trade and transportation hub of Asia. To […]

Read more »



Will Cambodia’s Funan Techo Canal Be A Success?

Via Eurasia Review, analysis of Cambodia’s Funan Techo canal: Mot Yen’s ramshackle kitchen is nestled under an old mango tree. It’s near the end of the season and there’s no fruit on the branches. Part of the kitchen wall has fallen off but the family doesn’t plan to fix it. “We’re moving anyway,” the 56-year-old […]

Read more »


ABOUT
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.