Philippines: Young, Cash Rich, and Urbanizing
August 30th, 2012
Via the International Herald Tribune, an interesting look at the Philippines: In the upscale business district of Manila, a midweek crowd spills out into the street. The New York-themed Borough restaurant is pulsating to the beat of a Bon Jovi song, while young, hip Filipinos take shots of tequila from a passing tray and sing […]
Read more »South America’s Demographic Future
August 27th, 2012
Via STRATFOR (subscription required), a very interesting analysis of South American demographic trends and how, in the longer term, Argentina’s population will challenge Brazil’s regional leadership: For several decades, countries in Europe and Northeast Asia have seen their populations aging. Low birthrates combined with high life expectancy have caused populations in these countries to age […]
Read more »After Meles, What’s Next For The Ethiopian Economy?
August 26th, 2012
Courtesy of The Financial Times, a look at Ethiopia in light of the passing of Prime Minister Zenawi: The Ethiopian prime minister Meles Zenawi, whose death was announced on Tuesday following prolonged ill health, won’t be mourned by the dissidents that he repressed or their supporters. But he will be missed by those who value […]
Read more »Myanmar’s Emerging Middle Class
August 26th, 2012
Via The Japan Times, an interesting article on Myanmar: Just last month I made my first visit to Myanmar, a place Rudyard Kipling referred to as “quite unlike any land you know about”. While decades of isolation have helped this century-old observation hold true, on arrival in July I was immediately struck by the vibrancy […]
Read more »Emerging Markets: Facing Harder Climb?
August 26th, 2012
Via The Financial Times, some interesting commentary on the challenges ahead for emerging markets: Only a year ago sentiment about emerging market equities was overwhelmingly optimistic. Today pessimism is rife, though not yet uniform. On the S&P Global Broad Market Index emerging markets were down 17.6 per cent in the year to July 31, while […]
Read more »The Jeff Bezos Of Russia?
August 21st, 2012
Courtesy of Fast Company, an interesting report on an ambitious e-commerce startup in the world’s last great untapped Internet market: “We will have dinner,” Maelle Gavet says. “And you will see the girls.” “The girls?” I ask. “I told you I’d show you the nightlife of Moscow” is Gavet’s riddle of a reply. “I will […]
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.