CIVETS 60
May 7th, 2011
Courtesy of The Financial Times, an article on the new S&P CIVETS 60 – a tradeable index of 50 stocks from the next-generation EMs of Colombia, Indonesia, Vietnam, Egypt, Turkey and South Africa. “…Among the post-BRIC acronyms competing to encapsulate the prospects of other chunks of the emerging world, CIVETS is gaining the most ground. […]
Read more »Has Africa’s Time Come?
May 7th, 2011
Via The Financial Times, details of a new report from Ernst & Young on Africa’s investment potential: “As executives and politicians descend on Cape Town for Africa’s World Economic Forum, Ernst & Young has a succinct message for foreign investors – “It’s time for Africa.” In a new report, Africa Attractiveness Survey, the professional services […]
Read more »Mongolia: Riskier Than Belarus?
May 4th, 2011
Courtesy of The Financial Times, an article on Moody’s risk profile of Mongolia: Mongolia may be the darling of the mining world and a hotspot for investors in developing Asian economies. However as far as the credit markets are concerned, it might as well be a Greece or a Belarus. That’s according to Moody’s, which […]
Read more »Pakistan: underinvested
May 2nd, 2011
Via The Financial Times, a brief analysis of the investment potential in Pakistan given recent events: “…If the US Department of State follows up on its pledge to pay $25m in reward money for information leading to the capture of Osama bin Laden, then perhaps somebody, somewhere, is in line for a mega-windfall, equivalent 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.