Archive for the ‘Vietnam’ Category

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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Frontier Markets In Focus: 2016 And Beyond

Via Mark Mobius’ blog, an interesting look at some investment opportunities in frontier markets (the less-developed subset of the emerging market universe) with an eye on a few countries that could best weather the investment climate ahead: When talking about frontier markets, the first question many people have is how to classify them. One of the […]

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Want Cheap Stocks? Think Frontier Markets

Via Asia Confidential, an interesting article on frontier markets and Vietnam in particular: People go to a retail store searching for bargains. If an item is priced at a 50% discount, they might buy it or search a nearby store or online to see if they can get it even cheaper. If a store has […]

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Investment Trends Bode Well For Vietnam’s Economic Future

Courtesy of STRATFOR (subscription required), a close look at Vietnam: Recent trends in foreign direct investment may be a good sign for Vietnam, which has struggled to attract investors since the global economy slowed down in 2009. In fact, FDI into Vietnam has recovered significantly in 2013, and it has been appropriated to areas that […]

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A Tired Tiger? Vietnam’s Star Is Dimming

Courtesy of Bloomberg, a sobering look at Vietnam: Like other would-be tiger economies, Vietnam faces a trifecta of new threats: a crisis-paralyzed Europe, a faltering America, and a newly spendthrift Japan. Yet the biggest risk to the nation’s future may be old-fashioned nostalgia. It has been 27 years since Hanoi launched the “Doi Moi” reforms […]

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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.