Cambodia
June 4th, 2012
Via Leopard Capital, a detailed interview on Cambodia’s investment potential: Over the past 25 years that I’ve been investing in Asia, I‘ve seen numerous countries transform from avoided frontiers into popular emerging markets. I set up Leopard Capital in 2007 to invest in the next wave of pre-emerging markets. We selected our first target, Cambodia […]
Read more »Do The BRICs Need Replastering?
June 4th, 2012
Via Goldman Sachs, some commentary by Jim O’Neil on BRICs: In late 2008 and early 2009, there were two reasons why some of us found it relatively easy to go against the prevailing view that a worrying global depression was around the corner. In fact, the inevitability of an aggressive fiscal stimulus in many countries, […]
Read more »China’s North Eastern Provinces
June 4th, 2012
Via Emerging Markets Insights, a look at China’s northeast: Business sentiment in China is weakening due to continued political drama, falling industrial production, and declining growth expectations from export-dependent provinces such as Guangdong and Zhejiang. Nevertheless, northeastern markets such as Tianjin and Liaoning continue to see significant investment from multinationals, suggesting that growth prospects for […]
Read more »Every Nation for Itself: Which Countries Will Rise to the Top in a Leaderless World?
June 4th, 2012
Courtesy of HBR, a report on which countries will rise to the top in the years to come: Over the years, the phrase “emerging market” has become all but meaningless. No group that includes China, Argentina, Kenya, the Philippines, and Romania can possibly qualify as a single coherent class. To pick the likeliest winners in […]
Read more »Reviving Cambodia
June 4th, 2012
Via Leopard Capital, a look at how Cambodia’s investor-friendly government is trying to reverse decades of ruin: The pioneer spirit is still around. Namely, Leopard Capital and Dragon Capital, which have recently revealed fundraising efforts that include Cambodia. The fragile nation was decimated by the Khmer Rouge, who ruled by torture and mass extermination from […]
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.