Archive for the ‘Thailand’ Category

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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PTTEP To Invest $2B Into Myanmar Energy Projects

Via PowerOnline, a report on PTTEP’s plan to invest $2B into Myanmar’s energy sector: PTT Exploration and Production Public Company Limited (PTTEP) will move forward the Integrated Domestic Gas to Power Project in Myanmar after receiving an exclusive development right from the Myanmar government. This integrated energy project aims to provide energy security to Myanmar […]

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The Mekong River Is Becoming A Significant South-East Asian Trade Corridor

Via Silk Road Briefing, an article on how – with the last major China-Laos railway tunnel completed On Lancang-Mekong corridor – the Mekong River is becoming a major South-East Asian trade corridor: The last significant tunnel to be bored to complete the China-Laotian Railway was completed on March 15th, with track now being laid at […]

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Thai Multinationals: Expanding Worldwide

Courtesy of The Economist, a report on several Thai companies that are expanding globally: THEY don’t look like much. But the tins displayed in the boardroom of Thai Union Frozen (TUF) in Bangkok have propelled this little-known company into the league of global multinationals. As befits Thailand’s biggest canned-seafood producer, there are plenty of its […]

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The Thai Market: Opportunity for Those With A Strong Stomach?

The Wall Street Journal offered an interesting look at the Thai stock market today, speculating that perhaps some value-based opportunities may be present. As the article notes: “…The worsening political problems in Thailand could be a buy signal for its battered stock market. That is, if you’re an investor who can stomach the country’s alarming […]

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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.