Africa’s Retail Promise
August 8th, 2012
Via The Financial Times, a look at Africa’s retail opportunity: When Taiwo Animashaun, who works at Tastee Fried Chicken in Lagos, needed a new hotplate, she decided to try the plush Ikeja City Mall, which opened in December, instead of her local market. Within minutes of entering Shoprite, the South African supermarket that anchors the […]
Read more »Emerging Markets Vs. Frontier Markets
August 8th, 2012
Courtesy of NASDAQ, a comparison of frontier markets against emerging markets: It is a good exercise to compare and contrast the primary categories of emerging market investing: emerging markets and the sub-category, or maybe more appropriately described sibling: frontier markets. Prior to the emergence of the term emerging markets, In the 1970’s these countries were referred […]
Read more »Going Beyond The BRICS To Invest In MIST
August 8th, 2012
Via NASDAQ, an article on the MIST investment opportunity: Jim O’Neill of Goldman Sachs is well known as the man who coined the acronym BRIC. He has now created another acronym gaining traction thanks to a fund he launched last year: MIST, which stands for Mexico, Indonesia, South Korea and Turkey. The MIST countries are […]
Read more »Cuba Oil Production: Between A Rock And A Hard Place
August 8th, 2012
Via the Financial Times, a short article on Cuba’s offshore oil ambitions: Cuba has found itself between a rock and a hard place in its quest to find oil in its territorial waters of the Gulf of Mexico. Several rocks and several hard places, in fact. After a discovery that failed to reach commercial proportions […]
Read more »Sudan-South Sudan Oil Deal
August 8th, 2012
Courtesy of The Council On Foreign Relations, a report on US Secretary of State Hillary Clinton’s efforts to help arrange a Sudan-South Sudan oil agreement: U.S. Secretary of State Hillary Clinton (R) meets with South Sudanese President Salva Kiir at the Presidential Office Building in Juba August 3, 2012. (POOL New/Courtesy Reuters) The agreement […]
Read more »Colombia: Different Than Brazil
August 8th, 2012
Via The Financial Times, a look at Colombia: With his deep, chanting voice and contagious laughs he can convince you everything is going according to plan. “We have systematically and purposefully over-performed,” says Juan Carlos Echeverry, Colombia’s finance minister. For him, it is a virtuous circle: confidence, which leads to job creation, which leads to […]
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.