Singapore’s GIC Eyes India, Indonesia, Vietnam amid China Pivot
July 26th, 2023
Courtesy of NikkeiAsia, a report on Singapore’s sovereign wealth fund pivoting from investments in China, towards India, Indonesia, and Vietnam: Singapore’s sovereign wealth fund GIC is looking at investing more in emerging markets such as India, Indonesia and Vietnam, as businesses rush to diversify their production outside China amid rising tensions between Washington and Beijing. […]
Read more »From Bangkok to Manila, Southeast Asian Metro Rail Expands Rapidly
July 12th, 2023
Courtesy of Nikkei Asia, a look at how metro rail networks across southeast Asia will grow 20% through 2024, helping to ease congestion: Metropolitan rail networks in Southeast Asia are on track to expand 20% by the end of next year, a Nikkei analysis shows, the growth fueled by the need to ease congestion and […]
Read more »Vietnam’s Economic Moment Has Arrived
July 9th, 2023
Courtesy of The Financial Times, commentary on the need for Vietnam to reinvest its manufacturing-led growth dividend to support the development of more productive, knowledge-rich sectors, to meet its 2045 goal: After decades of showing promise, Vietnam’s economic moment may have finally arrived. It was the fastest-growing economy in Asia last year (8 per cent […]
Read more »Vietnam Business Opportunities Aplenty in Ascendant SEAsia: HSBC Exec
July 7th, 2023
Via The Investor.VN, a look at Vietnam’s investment potential from one senior banker’s perspective: Southeast Asia remains the world’s growth engine, and as an important economy in the region, Vietnam offers a lot of business opportunities in key areas, said HSBC Asia-Pacific’s Commercial Banking head for South and Southeast Asia, Amanda Murphy. What is the […]
Read more »Southeast Asia Rides Fourth Wave of Regional Growth
June 19th, 2023
Courtesy of The Financial Times, commentary on how youth, education and urbanisation make Southeast Asia ripe for foreign investment: The US-China trade war is over, runs an often-made joke in Singapore. “And the winner is Vietnam.” Actually, the war shows little sign of easing, even as the combatants reel from the coronavirus, but the punchline […]
Read more »How Vietnam Can Disrupt China’s Dominance in EVs
June 19th, 2023
Courtesy of The Diplomat, a look at how – while there is a long way to go – Vietnam has most of the ingredients it needs to be a significant player in global EV supply chains. Vietnam has one of the fastest growing middle classes in Southeast Asia, with a recent McKinsey report estimating that […]
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.