Archive for the ‘Vietnam’ Category


Via LinkedIn, commentary on Vietnam: Vietnam is a high growth market situated in the heart of Asia. Its cohesive population of 100m people is young, hard-working and increasingly digitally connected. Over the last 30 years, Vietnam has experienced high levels of GDP growth, averaging about 6 to 7% and attracting record levels of Foreign Direct […]

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Vietnam Is Booming Economically. Not Its Stock Market.

Via Barron’s, a report on Vietnam: Vietnam is a bundle of contradictions for investors. Economically, the country is an all-star. Growth was cruising around 7% annually before this year. Exports are climbing the value chain from apparel to electronics. The population of 100 million is young, educated, and urbanizing at a rate around 1 million […]

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Vietnam’s Economy to Grow Fastest in Southeast Asia Despite COVID-19: ADB

Via ASEAN Briefing, a look at Vietnam:             Vietnam is forecast to be one of the fastest-growing economies in Southeast Asia, despite the impact of COVID-19. The government launched a US$10.8 billion credit support package in March to combat the crisis. After COVID-19, the economy is expected to rebound at a […]

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Promising Emerging Markets For 2020

Via Atradius, a report on the most promising emerging market opportunities in 2020: Summary Despite ongoing trade disputes and increased geopolitical uncertainty, there remain several bright spots for export opportunities in emerging markets Brazil, Colombia, Kazakhstan, the United Arab Emirates, Senegal and Vietnam shine in 2020 as markets with strong growth prospects and limited vulnerability […]

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Vietnam: SE Asia’s Next Growth Story?

Via TechInAsia, a look at Vietnam’s potential to be the next big Asian economic success story Several batches ago, we started to see a steady influx of Vietnamese founders applying to our AppWorks Accelerator. It was a rather curious phenomenon because at the time, we had only begun expanding our scope outside of Taiwan to include […]

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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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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.