Archive for the ‘Vietnam’ 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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China’s New Rail Link To Vietnam

Via, an article on China’s new link to Vietnam: A new rail freight link has been launched between China and Vietnam. It connects the Chinese Silk Road hub Chongqing and the capital of Vietnam – Hanoi. The route is part of the New International Land-Sea Trade Corridor, one of the many corridors of the Belt […]

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Asia’s Coffee Revolution: From Indonesia to Vietnam

Via Nikkei Asia, a report on Asia’s coffee revolution: Not a day goes by without a cup of coffee for Leo Hao, a native of Shanxi Province in China now working in Shanghai. The branding executive used to drink tea but switched to coffee in 2013 under the influence of his then-girlfriend, who is now […]

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India, Vietnam, and Philippines to Drive Emerging Asia Growth in 2022

Via Emerging World, a look at Fitch’s 2022 Asia Pacific forecasts: We recently viewed the latest Asia Pacific forecast put out by Fitch. On a broad level, they see regional growth to slow, weighed down by China. In ‘21, Emerging Asia grew above 7%, but it hovers around 5.7% in the Fitch forecast for ‘22. But […]

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ExxonMobil Stares Down China for Vietnam Gas

Via Asia Times, a report on ExxonMobil’s recommitment to it $20 billion ‘Blue Whale’ gas project despite tacit threats from Beijing: Vietnam’s long-delayed Blue Whale offshore gas development project may be closer to pumping after operator and majority owner ExxonMobil said last week it was working on a final development plan for the field, which sits […]

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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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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.