Burma’s Currency Crisis
August 17th, 2011
Courtesy of The Financial Times, a report on Burma’s rather surprising currency crisis: “…The kyat has appreciated by almost 25 per cent on the grey market over the past year, and the country’s export industries, never in good health at the best of times due to a combination of sanctions and the government’s economic illiteracy, […]
Read more »Pakistan: Big Market, Bigger Risk
August 15th, 2011
Via Forbes, an interesting article on the potential of Pakistan’s nascent online economy: “…In the game of can-you-top-this entrepreneurial hardship–who slept the least, whose office was tiniest, who choked down the most Ramen noodles–Monis Rahman holds some formidable trump cards. Four years ago Rahman, a serial entrepreneur, launched Rozee.pk, now Pakistan’s largest jobs website, with […]
Read more »Emerging Economies: Why The Tail Wags The Dog
August 11th, 2011
Via The Economist, a detailed examination of the growing impact that emerging economies now have on many measures as compared to developed ones: ON JULY 29th government number-crunchers revised downwards America’s real GDP figures for the past few years. It now turns out that the country’s output in the second quarter was still below its […]
Read more »India: The Other BRIC in Latin America
August 11th, 2011
Via the Americas Quarterly, an interesting look at the growing linkages between India and South America . As the article notes: When trade relations between Argentina and China hit choppy waters early last year, a new partner suddenly appeared on the horizon. In April 2010, Beijing stopped buying Argentine soybean oil in retaliation for Argentina’s […]
Read more »Colombia And Peru: The Next Latin American Growth Frontiers
August 2nd, 2011
Via Frontier Strategy, an interesting look at how Colombia and Peru are becoming the next Latin American growth frontiers: Buoyant consumer spending and robust FDI illustrate why MNCs are paying close attention to Colombia. In Peru, the appointment of a pro-business cabinet demonstrates that Humala’s government will emphasize growth and continuity. Meanwhile, questions about the […]
Read more »MIFFed By Misrule
August 1st, 2011
Via The Economist, an interesting report on a new category of emerging market countries that mix modest affluence with miserable governance: MOST people think they know what a failed state looks like. An obvious one is Somalia, where an outbreak of famine in the south was formally acknowledged by the United Nations this week. Help […]
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.