Talking Turkey
August 17th, 2010
Courtesy of The Financial Times, an in-depth look at Turkey from Mark Mobius, Executive Chairmen of Templeton Emerging Markets Group. As the report notes: “…Why is Turkey so compelling an investment destination right now? Today Turkey’s macro fundamentals remain strong and there is a marked decoupling from Eastern European peers who now have serious debt […]
Read more »Building A BRIC House In Africa…
August 5th, 2010
Courtesy of The Financial Times, an interesting analysis of foreign investment in Africa which notes that – despite all the press – the Brics are still underweight in global FDI relative to their economic might, so their contribution in Africa may have only just begun. According to the report: “…It’s become a hoary cliché that […]
Read more »Ecopetrol’s Growth Strategy
August 5th, 2010
Via The Financial Times, an interesting article on a recent purchase by Colombia’s Ecopetrol. As the reports notes: “…Ecopetrol has been rummaging around the sale bins for a few years now as part of an aggressive growth strategy aimed at ramping up oil production to 1m bpd by 2015. In 2009, Colombia’s majority state-owned oil […]
Read more »A Look At The Investing Frontier
August 2nd, 2010
Via Nicholas Vardy, a report on frontier markets. As the article notes: “…The Claymore/BNY Mellon Frontier Markets ETF (NYSEArca: FRN) replicates an equity index called The Bank of New York Mellon New Frontier DR Index. Although they don’t get the press that the big BRIC economies—Brazil, Russia, India, and China—do, frontier markets actually may offer […]
Read more »The New Silk Road and Inter-Emerging Nation Trade
August 2nd, 2010
Via Bloomberg and National Geographic, two interesting articles about the increased trade and ties among emerging economies, in particular the New Silk Road. The first, via Bloomeberg, examines how trade between emerging nations is growing quickly: “…The high-speed rail link China Railway Construction Corp. is building in Saudi Arabia doesn’t just connect the holy cities […]
Read more »Into Africa…
August 2nd, 2010
Courtesy of Barrons, an article on Africa’s investment potential . As the report notes: WHAT IMAGES DOES AFRICA conjure in the mind of the average Westerner? Probably skinny children in dire poverty, corrupt dictators and, thanks to Hollywood, blood diamonds. Africa doesn’t get much attention in the West beyond that. During South Africa’s successful World […]
Read more »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.