Archive for March, 2011

BRICs In The Wall

Courtesy of The Financial Times, a look at the performance of smaller emerging markets around the world: “…While the Brics make headlines, smaller markets can often give investors a better return. The problem is that a small market can be more volatile – too many eggs in Thailand can be riskier than too many in […]

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Emerging Markets Cities: GDP Growth Drivers

Courtesy of The Financial Times, a report on the big shift towards emerging markets cities as a driver of GDP growth.  As the article notes: “…The world’s 600 biggest cities account for 60 per cent of global GDP growth. And that won’t change over the next decade and a half. What will change, dramatically, is […]

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Iraq: Operation Investment?

Via The Globe and Mail, an update on Iraq – a market of rising potential and new-found stability in a place where one might least expect it.  As the article notes: “…The Iraq Stock Exchange (ISX), launched seven years ago but until recently a stagnant backwater of an equity market, is up 30 per cent […]

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Africa: Site Of The World’s Next Explosive Growth?

Via The Financial Post, an interesting article on the economic development and potential of Africa: Once the undisputed worst economic region in the world, sub-Saharan Africa is now one of the fastest-growing areas on the planet and despite the turmoil in North Africa, has become one of the most incredible success stories of the global […]

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Mongolia: Steppe Change or Double Dutch?

Via The Financial Times, a report on Mongolia’s continued evolution and risk of “Dutch Disease”: “…Ulan Bator doesn’t have a McDonald’s, but it does have a Louis Vuitton. So intense has been the rush to dig up its coal, gold and base metals that Mongolia has skipped a few stages of modernisation. Prime Minister Sukhbaatar […]

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Dragon In The Desert

Via Reuters, a report on China’s deepening links between East Asia and the Middle East: “…A behemoth dragon-shaped shopping mall in the desert near Dubai has become a symbol of the deepening links between East Asia and the Middle East. Dragon Mart — 3,950 wholesale and retail shops, stretching 1.2 km, or about three-quarters of […]

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Wildcats & Black Sheep is a personal interest blog dedicated to the identification and evaluation of maverick investment opportunities arising in frontier - and, what some may consider to be, “rogue” or “black sheep” - markets around the world.

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.