Peru, Chile, and Brazil
December 21st, 2010
Courtesy of Seeking Alpha, a look at Peru, Chile, and Brazil: Global Strategist Jacek Dzierwa has just returned from another research trip to Latin America where he visited Peru, Chile and Brazil. Travel is important for our tacit knowledge because many of the world’s best opportunities aren’t discovered behind a Bloomberg terminal or an earnings […]
Read more »Frontier Markets
December 21st, 2010
Two new articles focusing on frontier markets. The first, courtesy of The Financial Times, looks at some of the positive attributes of these investment opportunities: “There’s a clue in the name: rugged, mostly unexplored, and potentially treacherous. Yet if the reasons to raise allocations to emerging markets are still intact in 2011 – low yields […]
Read more »Bangladesh: A Dynamic Market
December 20th, 2010
Via The Financial Times, an interesting report on the volatile Dhaka Stock Exchange: The Dhaka Stock Exchange had a roaring rally for much of this year, rising more than 90 per cent at its peak, fuelled by easy liquidity and a flood of new investors, with little experience – or expectation – of an equity […]
Read more »Argentina: China’s New Investment Frontier
December 18th, 2010
Courtesy of The Financial Times, a report on China’s increased investment in Argentina. As the article notes: When China’s largest oil producer looked overseas 14 years ago for places to invest, it settled on the then-untapped riches of Sudan.That investment, in 1996, kicked off a string of deals in Africa, as Chinese state-owned oil companies […]
Read more »Africa: The Final Gold Rush For Consumer Products Companies?
December 12th, 2010
Courtesy of The Financial Times, a report on the rising power of consumers in Africa. As the article notes: “..A new push into Africa is under way. Inspired by improved political and currency stability, economic growth and a burgeoning middle class, consumer products groups are busily drawing up plans for a continent once regarded as […]
Read more »Frontier Markets
December 12th, 2010
Via The Financial Times, a report on one institutional investor’s views on frontier markets. As the article notes: “…Frontier market valuations have fallen significantly over the past two years and are attractive, according to BlackRock, which is launching an investment trust to take advantage of the opportunity. “We think it is the right time to […]
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.