Vietnam Plans Three Railway Links With China Under BRI
July 10th, 2024
Via Vietnam’s The Investor, an article on Vietnam’s plans for three (3) railway links with China under Belt and Road Initiative: Vietnam is considering three railway routes linking with China under the Belt and Road Initiative (BRI) and the “Two Corridors, One Belt” initiative, Prime Minister Pham Minh Chinh said Thursday. Speaking at the Vietnam-China strategic […]
Read more »Vietnam, Not India, is in a Geopolitical and Geoeconomic Sweet Spot
July 7th, 2024
Via The Diplomat, a comparison of India and Vietnam: Vietnam has demonstrated a dexterity in its foreign policy that few other countries can claim, having hosted U.S. President Joe Biden, Chinese President Xi Jinping and most recently, Russian President Vladimir Putin within a span of nine months. This is even more impressive considering that it […]
Read more »Chinese Businesses Target Vietnam and Mexico as Trade Tensions with US Rise
June 3rd, 2024
Courtesy of The Financial Times, a look at how Chinese investment is increasing in countries that offer alternative supply chain route to US: Chinese businesses are increasingly favouring investment in countries including Vietnam and Mexico as trade tensions rise between western governments and Beijing. During the year to March, at least 41 Chinese manufacturing and […]
Read more »Vietnam’s Great Untapped Rare Earth Bounty
May 30th, 2024
Via Asia Times, an article on US efforts to help develop Vietnam’s rich rare earth reserves to decouple from China but that’s not likely to happen anytime soon: Vietnam is home to the world’s second-largest reserves of rare earths, according to the US Geological Survey. Yet while the US and its allies seek a supply […]
Read more »Vietnam’s Catch-22 In Courting China As Rare Earth Partner
May 17th, 2024
Via South China Morning Post, commentary on Vietnam’s Catch-22 in courting China as a rare earth partner: In many ways, Beijing is the perfect partner for Hanoi’s rare earth processing industry ambitions But standing in the way is Vietnam’s wariness of corporate exploitation and taking sides in the US-China rivalry, as well as its political […]
Read more »Xi’s Armada Is Winning the Battle for Energy in the South China Sea
April 24th, 2024
Courtesy of Bloomberg, a look at how tensions are soaring, but Southeast Asian nations are struggling to push back on Beijing’s contested claims and tap the energy resources their growing economies need: This was supposed to be the year that Vietnam reaped the benefits from one of its largest natural gas discoveries. An estimated 150 […]
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.