Myanmar: Best Unopened Market In The World?
November 29th, 2012
Via The Daily Reckoning, a report on Myanmar: Archibald Colquhoun returned from a trip to Myanmar (Burma) enthusiastic about the opportunities in the country. He wrote a book about it all: Burma and the Burmans: Or, “The Best Unopened Market in the World.” Colquhoun writes exuberantly about the oil resources of the country, as well […]
Read more »Frontier Markets: The Next Big Deal…
November 28th, 2012
Via India’s BusinessToday, a report on frontier markets: The latest Grant Thornton 2012 Global Private Equity Report says that India and China face serious competition from their South East Asian neighbours in attracting investments. Indonesia, Peru, Colombia and Turkey top the list of new ‘high growth’ markets where private equity is likely to see the […]
Read more »Investing In Nigeria
November 28th, 2012
Courtesy of The Financial Times, a look at Nigeria: With painful irony, oil-rich Nigeria is unable to supply its own population with electricity. The country ranked 178th of 185 economies on access to electricity for new businesses in the World Bank’s latest “Doing Business” publication. Infrastructure is, not surprisingly, a key to the country’s future […]
Read more »Broken BRICs?
November 26th, 2012
Via Foreign Affairs (subscription required), an interesting look at the BRIC countries: Over the past several years, the most talked-about trend in the global economy has been the so-called rise of the rest, which saw the economies of many developing countries swiftly converging with those of their more developed peers. The primary engines behind this […]
Read more »BRICS+ = Better Global Growth
November 25th, 2012
Via BusinessInsider, an article on Jim O’Neill’s, Chairman of Goldman Sachs Asset Management, 2013 and 2014 global economic outlook: Goldman Sachs Asset Management O’Neill also discusses a lot of the big global themes, hitting on a lot of the same points which we touched in our recent outlook piece. On the US, he’s fairly optimistic […]
Read more »Africa Rising
November 24th, 2012
Via Time Magazine, a look at sub-Saharan Africa’s growth: the second fastest growing regional economy in the world: Boniface Mwangi’s first camera was an old Japanese film model, bought with $220 borrowed from a friend. He’d been selling books at his mother’s roadside stall in Nairobi since he was 15. Then one day in 2003 […]
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.