Hot Money Heads To Bolivia
February 12th, 2013
Via Foreign Policy Association, an interesting article on Bolivia: Were I looking to invest in sovereign fixed income, say to pay for a house or travel one day, Bolivia is probably not the first place I would look. However, as of last fall, many institutional money managers disagree with me. Last October, the Bolivian government […]
Read more »The Indonesian Dragon: Asia’s Next Booming Economy
February 12th, 2013
Via WorldCrunch, an interesting look at Indonesia: The nostalgic traveler who goes to Indonesia with the idea of walking in the footsteps of Joseph Conrad and living out their own Spice Route literary adventures will be stunned by the sheer luxury of Makassar’s airport. A symbol of Indonesia’s rapid modernization and economic growth, this city […]
Read more »Frontier Markets: Picking Stocks Pays Off?
February 10th, 2013
Via BloombergBusinessweek, an interesting article on frontier markets and returns from picking stocks versus indexing: Fund managers who focus on the world’s least-developed markets are trouncing their benchmark index—something most investors routinely fail to do. Mark Mobius’s Templeton Frontier Markets Fund and 12 similar funds investing in countries from Vietnam to Nigeria and Romania earned […]
Read more »Braving The Frontier Markets
February 10th, 2013
Courtesy of Barron’s, a look at frontier markets: Frontier markets are surging this year. Investors, however, should think twice before plunging headlong into stocks from countries as far-flung as Argentina, Bangladesh, Botswana, Slovakia, and Sri Lanka. The appeal is obvious: The MSCI Frontier Markets Total Return Index has risen 8% since the start of the […]
Read more »Once War-torn And Wayward, Sri Lanka Now Lauded As Asia’s Next Success Story
February 10th, 2013
Via Emerging Frontiers blog, an interesting look at Sri Lanka: Since Sri Lanka’s 26-year civil war against the Tamil Tigers came to an end in 2009, the South Asian nation of 20 million has experienced impressive growth due to a rise in tourism and its strategic position along one of the busiest international shipping lanes […]
Read more »KFC In Africa Lacks Only One Thing: Chickens
February 10th, 2013
Via Wall Street Journal, a report on KFC’s challenge in entering African markets: To make American fried chicken daily fare in Africa, Ashok Mohinani wants to bring this West African country nearly two dozen KFCs over the next couple of years. First, he needs a chicken farm. Children enjoy lunch at a KFC restaurant 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.