Archive for the ‘Vietnam’ Category

Vietnam’s Special (Economic) Sauce

Via The Economist, a look at Vietnam economic future: Having impressed the world by taming the virus last year, Vietnam is now in the middle of its worst outbreak of covid-19 by far. Parts of the country are in strict lockdown and a swathe of factories, from those making shoes for Nike to those producing […]

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Vietnam’s Covid Stumble Threatens Economic Boom

Via the Asia Times, an article on the potential impact of COVID on Vietnam’s economic growth: Vietnam risks giving the old investment adage “buy the rumor, sell the fact” a bad name as the delta variant upends an economy rumored to have beaten Covid-19. Up until last month, the Southeast Asian growth star was on […]

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Vietnam and Kazakhstan: Stand Out Investment Opportunities

Via International Investment, a report on why Vietnam and Kazakhstan stand out as investment opportunities: Save for China and a handful of Southeast Asian countries – seen as some of the ‘winners’ of the crisis – emerging nations are expected to suffer more from the lockdowns and slow administration of vaccines, and will take longer […]

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In Rural Vietnam, Facebook Finds A New Approach To Growth

Via Nikkei Asia, a report on Facebook’s bet on chat-based e-commerce and online video in Vietnam and beyond: Facebook is taking lessons from rural Vietnam as part of its advertising business becomes more difficult and online merchants embrace video and chat to connect with customers. Vietnam’s increasingly prosperous rural population is adapting quickly to smartphone use […]

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Vietnam’s Big Infrastructure Plans

Via Barron’s, a report on Vietnam’s infrastructure plans: Communist Party congresses don’t usually excite financial markets. Vietnam’s confab three months ago looks like an exception. Party leaders committed to an anti-Communist boost for the country’s private sector, to 55% from 42% of gross domestic product by 2025. They earmarked $119 billion for infrastructure over the […]

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Capital Meant For Myanmar May Go To Vietnam and Cambodia

Via Nikkei Asia, an article on how capital meant for Myanmar may seek havens in Vietnam and Cambodia: The military coup in Myanmar has forced investors who had earmarked capital for the country to look for nearby alternatives. Delta Capital, Anthem Asia and other funds that have solely focused on Myanmar are adopting a wait-and-see […]

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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.