Archive for the ‘Vietnam’ Category

Rise of A Vietnamese Corporate Empire

Courtesy of The Financial Times (subscription required), an interesting look at Vingroup, a growing Vietnamese conglomerate which makes everything from smartphones to schools: Several weeks ago, I travelled east from Hanoi, through industrial estates and rice paddies, to the port of Haiphong in northern Vietnam. My driver took me over a causeway to Cat Hai […]

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Three Asian Markets Worthy of Attention: Bangladesh, Sri Lanka, and Vietnam

Via Investment Week, a look at Bangladesh, Sri Lanka, and Vietnam: The consumer boom in Asia shows no sign of slowing down. With more than half the world’s population, and home to over half of the world’s ten fastest growing major economies, Asia enjoys growth that the West can only dream of. And it is […]

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Private Equity Floods Vietnam

Via The Wall Street Journal (subscription required), an interesting report on strong private equity investor interest in Vietnam: Global private-equity firms and sovereign wealth funds are pouring record sums of money into Vietnam, fueled by a loosening of ownership restrictions in the communist nation’s largest companies and accelerating economic growth. At least $3 billion worth […]

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How the “Next 11” Countries Could Power the World Economy

Courtesy of Barron’s, an interesting look at the Next 11: On a recent holiday in Vietnam, Cambodia, and Laos, I couldn’t resist thinking about these countries’ economic potential and ongoing policy challenges. After all, in 2005 my Goldman Sachs colleagues and I had listed Vietnam as one of the Next Eleven, or N-11, all countries […]

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Ten Emerging Markets Of The Future

Via the World Economic Forum, commentary on the top 10 emerging markets of the future: A new report from BMI Research has identified the “10 emerging markets of the future” — the countries that are set to become new drivers of economic growth over the next 10 years. BMI estimates that these countries will cumulatively […]

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Vietnam: Positive Progress

Via The Economist, a look at why foreign firms and investors are cheerful once more about Vietnam’s prospects: WHEN he left a job in banking to join a “company that sells fish sauce” in Vietnam, Michael Nguyen’s parents wondered if he was throwing away a lucrative career. Now a big cheese at Masan Group, one […]

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About This Blog
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.