Archive for the ‘Thailand’ Category

Digital Infrastructure Propels New SE Asian Tigers

Courtesy of the Asia Times, a report on how China’s trade with Southeast Asia is driving a world-beating economic boom: China’s exports to Southeast Asia jumped by 20% in 2022, despite a year-on-year decline in China’s total exports driven by a 19% drop in exports to the US and a 17% drop in exports to the […]

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India, Vietnam, Thailand, Malaysia, and Bangladesh: The World’s New Factories

Via BusinessInsider, a report on how India, Vietnam, Thailand, Malaysia, and Bangladesh are stepping up to replace China as the world’s factory: China’s COVID policies are pushing companies to diversify supply chains away from the country. They had already begun moving out due to geopolitical tensions and tariffs from the Trump era. India, Vietnam, Thailand, […]

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$7bn Saudi Hydrogen Plan To Unleash Thailand’s Green Power Potential

Via Recharge News, a report on a Saudi ACWA’s new $7bn hydrogen plan to unleash Thailand’s green power potential: Saudi renewables developer ACWA Power is partnering with the Thai state on a plan to develop a massive $7bn green hydrogen and ammonia plant in Thailand — the first of this size earmarked for the south […]

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Thailand, Vietnam, Myanmar Deepen Russia Ties To Blunt Economic Woes

Via Nikkei Asia, a look at Thailand’s, Vietnam’s, and Myanmar’s efforts to deepen their ties to Russia to combat their economic woes: From wooing more Russian tourists to boosting trade, Southeast Asian nations are bolstering economic ties with Russia in hopes of curbing inflation and spurring their recovery from the COVID-19 pandemic. The U.S. and European […]

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China-Laos Railway: Next Stop – Thailand

Via Silk Road Briefing, an article on the Sino-Thai railway that is currently under construction: The China-Laos Railway which opened late last year, is being extended through to Thailand. The Laos section has proven so popular that the frequency of train service has had to be increased several times due to demand. Six months after it opening, […]

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Asia’s Bet on Gas Looks Increasingly Risky

Via China Dialogue, commentary on Asia’s gas fueled future: Across Asia, there are plans for more than 285 gigawatts of new gas-fired power plants, an expansion that would nearly double the region’s gas power capacity, according to Global Energy Monitor.  Southeast Asian countries are planning about half of the additional capacity in response to an expected […]

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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.