The New BRICS On The Block: Which Emerging Markets Are Up and Coming?
January 19th, 2011
Courtesy of Knowledge at Wharton, a report on the so-called “CIVETS” countries — Colombia, Indonesia, Vietnam, Egypt, Turkey and South Africa — which are now touted as hot markets. As the article notes: “…Building on the foundation of the well-known BRIC countries — Brazil, Russia, India and China — a new set of up-and-coming emerging […]
Read more »Frontier Markets To Be In DJ Classification
January 19th, 2011
Via Index Universe, news that Dow Jones Indexes, one of the leading global index providers, is planning a new country classification system that will include frontier markets as a separate category for the first time. As the article notes: “…The new system will begin to take effect in March 2011. Seventeen of the 35 countries […]
Read more »‘BRIC’ Creator To Add Newcomers To List
January 17th, 2011
Courtesy of The Financial Times, an article on how Jim O’Neill, who coined the term “Bric”, is about to redefine further emerging markets and will explain the new approach to clients this month. As the article notes: “…The chairman of Goldman Sachs Asset Management plans to add Mexico, South Korea, Turkey and Indonesia into a […]
Read more »Frontier Markets in 2011
January 17th, 2011
Via Seeking Alpha, a positive outlook for frontier markets in 2011: “…Whilst most asset allocators are making cautious predictions for 2011, some are calling for increased allocation to those emerging markets left behind by the BRIC euphoria. In particular, new emerging markets, or frontier markets, are fast becoming an investment theme in their own right. […]
Read more »Vietnam’s Capitalistic Trail
January 15th, 2011
Courtesy of The Globe & Mail, a detailed report on Vietnam’s economic growth: “…Nguyen Duc Tai was on a mission one sweltering January morning in Vietnam’s commercial capital, Ho Chi Minh City. Flush with cash from his annual bonus, he wanted to buy his wife a new mobile phone, a gift for the coming Tet […]
Read more »Talking Turkey…
January 13th, 2011
Via Nicholas Vardy, a look at Turkey: “Strategically ensconced between the European West and the Islamic East, Turkeyis a country of just over 72 million people — roughly twice the population of California. The unheralded “economic tiger” of emerging markets, Turkey grew at an average rate of 7.5% between 2002 and 2006, faster than any other OECDcountry […]
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.