Archive for the ‘Vietnam’ Category

Yamaha Taps School Music To Score Growth in India, Southeast Asia

Via Nikkei Asia, an article on Yamaha efforts to grow sales in emerging markets as Japan sales slide: For one New Delhi fifth grader shy of singing, a white, plastic recorder gifted by Japan’s Yamaha Corp. has been a potentially career-defining revelation. “I feel I’m better at playing the recorder and may even teach it […]

Read more »



China, Vietnam Weigh Rail Link Through Rare Earths Heartland

Courtesy of Reuters, a report on discussions between China and Vietnam about a new rail link through a rare earths heartland: China’s foreign minister visits Hanoi amid plans for Xi’s trip Upgraded rail link may be part of Belt Road China is top investor in Vietnam despite maritime tensions China and Vietnam are working on […]

Read more »



Can Vietnam Become The Next Asian Tiger?

Via East Asia Forum, a report on Vietnam’s economic potential: Amid the COVID-19 pandemic and rising US–China trade tensions, Vietnam leapfrogged South Korea to become the United States’ sixth largest trade partner by import value in 2022. This jump represents an important pivot in Vietnam’s economy — Vietnam’s biggest export to the United States is no longer […]

Read more »



These Five Countries Are Key Economic ‘Connectors’ in a Fragmenting World

Courtesy of Bloomberg, a look at the Vietnam, Poland, Mexico, Morocco and Indonesia are benefiting from the reshuffling of supply chains in response to US-China tensions. You may not have grown up playing with an Erector Set, but perhaps you had another building kit where, with patience and perhaps some parental assistance, you could bolt […]

Read more »



Singapore Taps Vietnam, Indonesia and Malaysia for Low-Carbon Energy

Courtesy of Nikkei Asia, a report on Singapore’s plan to tap Vietnam, Indonesia and Malaysia for low-carbon energy: Companies in Singapore this week unveiled a number of projects aimed at importing low-carbon sources of energy, setting the tone for a transition to cleaner power to help fight climate change. Low-carbon energy sources include hydrogen, wind […]

Read more »



U.S. / Vietnam Bamboo Diplomacy: Focused On Chips Not Troops

Courtesy of Foreign Affairs, commentary on the limits—and hidden strengths—of Washington’s new partnership: In the weeks since U.S. President Joe Biden traveled to Hanoi to announce a “comprehensive strategic partnership” with Vietnam, many commentators have described it as a historic turning point in U.S.-Vietnamese relations. The partnership is the highest kind that Vietnam recognizes with […]

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.