The Rise of VietJet, Explained
September 20th, 2024
Via The Diplomat, an article on VietJet, the Vietnamese budget carrier which recently announced the acquisition of a $7.4 billion fleet of Airbus widebody aircraft: Low-cost Philippine airline Cebu Pacific recently announced it had signed a preliminary deal to acquire up to 152 new aircraft from Airbus at a cost of around $24 billion. It […]
Read more »Where Young People Should Go To Understand Their Century: No Longer, ‘Go West, Young Man’
August 31st, 2024
Courtesy of The Financial Times, interesting commentary on where a young person should go to understand the forces that will influence their lives, noting that places such as Accra, Dubai, Saudi Arabia, Vietnam, and the Philippines should now comprise a list that used to include Paris, New York, and Tokyo: Friends in Los Angeles, California […]
Read more »The World’s Coffee Mostly Comes From Two Countries. That’s a Problem
August 30th, 2024
Via Bloomberg, a look at the consolidation of global coffee production in Brazil and Vietnam: Consolidation in Brazil, Vietnam poses risk in warming world Small producers from Cuba to Thailand could be key to future Coffee from Peru, Thailand and other smaller producers used to be a luxury for dedicated drinkers particular about their morning […]
Read more »Can Cooperation Solve Cambodia’s Canal Conundrum?
August 28th, 2024
Via East Asia Forum, commentary on tensions surrounding Cambodia’s Funan Techo Canal which is backed by China: Cambodia’s US$1.7 billion Funan Techo Canal, backed by China, aims to reshape regional logistics and reduce reliance on Vietnam’s maritime routes. While the Belt and Road Initiative-backed project promises enhanced connectivity, it has raised security concerns about its […]
Read more »Emerging Market Miracles: Few and Fleeting
August 27th, 2024
Via Emerging Markets Investor, a look at emerging markets: Much of the excitement that investors have for emerging markets is anchored in the idea that developing countries grow faster than the sclerotic rich countries of the West and that this growth brings opportunities for extraordinary portfolio returns. Unfortunately, this is largely wishful thinking, as the […]
Read more »Granular Look at Vietnam’s Development
August 27th, 2024
Via McKinsey, a granular look at Vietnam’s development journey A country level perspective of Vietnam can provide a good, general overview of what is taking place in the country—just imagine what a pixelated breakdown 230 times more granular could reveal. Such a granular deep dive is now available with a new dataset, Pixels of Progress, compiled by […]
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.