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 »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 »Mozambique: Risk Of The Resource Curse?
February 9th, 2013
Courtesy of Foreign Policy, an analysis of the potential impact that moving away from fossil fuels could have upon some of the world’s poorest countries such as Mozambique: For as long as people have talked about moving beyond fossil fuels, another tantalizing prospect has hovered over the horizon: the decline of resource-rich authoritarian countries and […]
Read more »Cambodia
February 9th, 2013
Courtesy of Capitalist Exploits, some interesting comments on Cambodia: “…With a GDP per capita of just US$2,300, Cambodia is a poor country, make no mistake about it. Yet just 10 years ago per capita income was just US$1,000. This means that the Cambodians have enjoyed a 230% increase in income, and thus a vastly improved […]
Read more »The Rise Of African Consumers
February 9th, 2013
Via How We Made It In Africa, an article on how much of Africa’s growth is being fueled not by resources, but rather by a rising consumer market: Africa’s middle class is a key source of private sector growth, but overall spending power remains relatively low. The continent’s consumer-facing industries are expected to grow by […]
Read more »South Sudan: Lots Of Potential But Oil’s Not Well
February 9th, 2013
Via Foreign Policy, an interesting look at South Sudan: The newly independent Republic of South Sudan may top the list of the world’s fastest-growing economies in 2013. The main reason for this is that last year South Sudan experienced one of the most spectacular economic contractions of any state in modern times — a situation […]
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.