The Lure Of Frontier Markets
June 29th, 2012
Via TodayOnline, an article on the growing appeal of frontier markets: With Europe sinking and the US economic recovery faltering, investors who want something more than 0.1-per-cent interest on savings accounts have understandably been looking for alternatives to developed markets. Over the past couple of years, some of them have invested in emerging markets instead. […]
Read more »Latin America Growth Forecasts
June 18th, 2012
Via Emerging Markets Insight, a look at Latin America: Multinationals are taking note of the strength of the Andean economies of Colombia and Peru, but the increasingly negative outlook in Argentina and Brazil is weighing down growth in the region. Stagnating industrial output and diminishing consumer demand in Brazil led economists to trim economic growth […]
Read more »North Korea’s Growing Trade Dependency on China: Mixed Strategic Implications
June 17th, 2012
Via The Council on Foreign Relations, a report on the complex relationship between China and North Korea: North Korean workers nap on piles of fertilizer shipped from China on the banks of Yalu River near the North Korean town of Sinuiju (Jacky Chen/courtesy Reuters) North Korea’s trade dependency on China has skyrocketed in the past […]
Read more »Venezuela: Oil King?
June 17th, 2012
Via Foreign Policy’s Oil & Glory blog, an interesting comment on Venezuela’s position in OPEC: Is Saudi Arabia’s mere possession of much oil the central reason it is the most pivotal energy player on the planet? Observed through the prism of Venezuela, the answer is no. BP’s 2012 Statistical Review of World Energy, the bible […]
Read more »Coke To Enter Myanmar For First Time In 60 Years
June 16th, 2012
Via The Huffington Post, a report on Coke’s return to Myanmar: The Coca-Cola Co. plans to start selling its drinks in Myanmar for the first time in 60 years, following the U.S. government’s decision to suspend investment sanctions on the country for its democratic reforms. Myanmar is one of three countries where Coca-Cola doesn’t do […]
Read more »Frontier Markets: The New Emerging Markets?
June 13th, 2012
Via Investment Europe, an interesting article on how frontier markets rather than emerging markets may be the most dynamic and fastest growing economies in the years ahead. As the report notes: Investors should look to frontier markets rather than emerging markets to access the most dynamic and fastest growing economies and secular growth drivers, says […]
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.