The Stampede Into Myanmar
June 6th, 2012
Via the Emerging Frontiers blog, a look at Myanmar WITH the United States and the European Union suspending sanctions against Myanmar, Western companies are rushing to invest in a country they were forced to leave half a century ago. Myanmar is South-east Asia’s final frontier. There is almost a stampede to be the first into […]
Read more »YPF: What’s The New Plan?
June 6th, 2012
Via The Financial Times, a look at Argentina’s plans for YPF: YPF, the Argentine oil company, has a new owner (the Argentine state); a new logo (complete with the Argentine flag) and, as the pro-government Tiempo Argentina newspaper put it, a new “dream team” of savvy professionals to run it. So the big question now […]
Read more »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 »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.