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 »Communist Laos Moves Towards Capitalism… Slowly
January 13th, 2011
Courtesy of The Financial Times, a report that Laos recently established a stock exchange. As the article notes: “…Communist Laos will dip its toes into capitalist shores, when it launches the world’s newest bourse in Vientiane on Tuesday. The exchange starts with just two state-owned stocks on the board: EDL Generation, which is controlled by […]
Read more »BRIICs?
January 9th, 2011
Via Nicholas Vardy, a report on Indonesia, Southeast Asia’s largest economy and possibly the next country to join the elite group of BRIC (Brazil, Russia, India, China) emerging economic powers. As the article notes: “…The BRIC economies of Brazil, Russia, India and China may lay claim to the world’s economic future. But BRICs aren’t necessarily the top performers in the […]
Read more »Africa’s Lion Kings Catching Asia’s Tigers?
January 9th, 2011
Courtesy of The Economist, an interesting look at the rapid economic growth of Africa. As the article notes: MUCH has been written about the rise of the BRICs (Brazil, Russia, India and China) and the shift in economic power eastward as Asia outruns the rest of the world. But the surprising success story of the […]
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.