Southeast Asia’s Potential in Critical Minerals
April 15th, 2024
Via the Australia Strategic Policy Institute, a report on Southeast Asia’s potential in critical minerals: Global critical mineral demand is expected to increase dramatically in coming decades, from a 7.1 million tonnes in 2020 to 42.3 million tonnes in 2050. Global commitments to decarbonisation are the main drivers of this growth, because clean-energy technologies depend […]
Read more »$1.7 Billion Cambodian Canal Project Draws Increasing Scrutiny
April 12th, 2024
Via The Diplomat, a report on the China-backed Techo Funan Canal, which will connect the Mekong River to the country’s coast, has given rise to environmental and security concerns: The governments of Vietnam and the United States are calling for greater transparency over a $1.7-billion canal project that is being built by a Chinese state-owned […]
Read more »Chip Dreams: Young Tech Workers Are Flocking To Taiwan
April 11th, 2024
Via Rest of World, a report on how Southeast Asians are heading to Taiwan to train for semiconductor jobs, which is helping to fill a talent gap at the world’s top producer: Students from Vietnam, Malaysia, Indonesia, and the Philippines head to Taiwan to train and work in the semiconductor industry. Taiwan faces a talent […]
Read more »Cambodia Getting A China-Backed, Game-Changing Canal
April 4th, 2024
Courtesy of Asia Times, an article on the Funan Techo Canal which will allow Cambodia to bypass Vietnam for its international trade and pull it even tighter into Beijing’s sphere of influence: Cambodia wants to divert Southeast Asia’s Mekong River into a planned US$1.7 billion, Chinese-financed shipping canal to reach a deep-sea port at Kep […]
Read more »Will Vietnam’s Political Turmoil Shake Up Foreign Investment?
April 2nd, 2024
Courtesy of Foreign Policy, an article on how the Vietnamese president’s abrupt resignation suggests uncertainty, but it should not sow doubt about Hanoi’s economy or engagement with the world: Last month, a delegation of around 50 U.S. businesses—among them major players such as Boeing and Meta—traveled to Vietnam to explore investment opportunities. Their visit was […]
Read more »Vietnam’s VinFast Enters Africa EV Market Aia Ghana Distributor
March 18th, 2024
Courtesy of Nikkei Asia, an article on Vietnam’s VinFast, one of the few international EV businesses to target Africa, which recently announced plans for Ghana within weeks of making deals in five other countries, from Oman to Indonesia: VinFast has enlisted a company in Ghana to distribute its electric vehicles, offering the Vietnamese manufacturer a […]
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.