BRICs? It’s Carbs That Make You Strong
December 1st, 2011
Courtesy of The Financial Times, an interesting article on how the upsurge in commodities has resulted in over performance in a number of markets: Ten years ago the mood among emerging market investors was one of despair. After a series of crises, EM equities had gone nowhere for a decade. All they seemed to offer […]
Read more »Myanmar’s Spring
December 1st, 2011
Via Foreign Policy, an article on what it says is the real reason behind Hillary Clinton’s visit to Myanmar: China. As the report notes: “…Secretary of State Hillary Clinton is in Myanmar, on a trip that is being hailed as a stunning breakthrough in bilateral relations and a sign that the Southeast Asian pariah state […]
Read more »BRICs at 10
November 29th, 2011
Courtesy of The Financial Times, a report on the growth and investment returns of the BRICs as they cross the age of 10: So, was he right? Ten years ago Jim O’Neill of Goldman Sachs looked at four growth economies – Brazil, China, India and Russia – put their first letters into an acronym, and […]
Read more »Myanmar: Pivot Point Of China’s Grand Economic Strategy For Western China
November 29th, 2011
Courtesy of the Global Times, a look at the impact that the United States’ recent efforts to engage Myanmar may have upon China’s long-term strategic interest in the country: US Secretary of State Hillary Clinton’s visit to Myanmar, starting today, will further unnerve China, which has recently been increasingly worried that the aim of the […]
Read more »Indian Consortium Wins $10bn Afghanistan Mines Deal
November 29th, 2011
Via the BBC, a report that a consortium of Indian companies has won the right to develop some of Afghanistan’s large iron ore deposits. As the article notes: “Seven Indian companies, led by the state-owned Steel Authority of India, won a $10.3bn (£6.6bn) deal to mine three sites in central Afghanistan. A fourth site was […]
Read more »Emerging Markets: Redrawing the Map
November 23rd, 2011
Via SmartMoney, an interesting report on emerging markets When Taizo Ishida first set eyes on Bangladesh, he thought the images would stay with him forever. Posted there in the 1980s as a United Nations development officer, Ishida saw little but abject poverty wherever he turned. Lacking a reliable power grid or even the most basic […]
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.