Frontier Markets
August 17th, 2010
Via Thomson-Reuters, an interesting article on how dwindling major market returns have put a renewed focus on frontier markets such as Vietnam, Kazakhstan, Nigeria and Ukraine. As the report notes: “…Josephine Jimenez has a chunk of money to invest and she is hunting for opportunities in the usual places — Zimbabwe, Tunisia, Sri Lanka, among […]
Read more »China’s Amazon Adventure
August 17th, 2010
Courtesy of Reuters, an examination of China’s surge of investment into Brazil as companies seek to secure resources and tap the rising consumer class in Latin America’s largest economy. As the report notes: “…From virtually nowhere, China has rocketed to become the biggest foreign direct investor in Brazil this year with purchases ranging from iron […]
Read more »Chequing In On Myanmar’s Junta
August 17th, 2010
Via Reuters, an interesting update on Chinese investment in Myanmar. As the article notes: “…China has pumped $8.17 billion into military-run Myanmar in the current fiscal year, accounting for two thirds its total investment over the past two decades, official data showed on Monday. Energy projects formed the bulk of the investment, with $5 billion […]
Read more »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 »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.