Brazil’s Middle Class: Poorer Than You Think
August 18th, 2011
Via The Financial Times, an interesting report on the realities and misunderstandings about Brazil’s middle class. As the article notes: “Talk to an economist about Brazil and sooner or later the same old cliché will pop up: ‘the rise of the middle classes’. This stock phrase has become the go-to explanation for pretty much everything […]
Read more »Myths And Realities Of The African Middle Class
August 17th, 2011
Via Emerging Markets Insight, a report on the myths and realities of Africa’s middle class: In March 2007, long-serving Angolan President Jose Eduardo dos Santos formally opened a perfect metaphor for Africa’s changing consumer market profile. Located in the Talatona suburb of the country’s malarial and overcrowded capital city Luanda – perhaps best known for […]
Read more »The Rise Of The Multilatinas
August 17th, 2011
Via The Financial Times, an interesting look at the rapid international expansion of companies from South America: Since 2000, the global economy has undergone a huge rebalancing towards the emerging countries. Trade and financial flows shifted in the direction of the emerging countries. Not only did investors in developed countries rush to raise their stakes […]
Read more »Asian Economic Outlook: August 2011
August 17th, 2011
Via Emerging Markets Insights, a monthly review of Asia’s economic outlook for the month: Regulatory changes in several countries are impacting the investment environment. In China, new policies may give foreign companies greater access to a US$1 trillion market. In Indonesia and Malaysia, regulatory changes will improve the business environment across several sectors. In Thailand, […]
Read more »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 »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.