Meteoric Mongolia
April 24th, 2013
Courtesy of Foreign Affairs, a look at Mongolia’s mining industry and overall economy: Mongolia is mining’s last frontier. The country is one of a small handful of places left in the world with major untouched mineral deposits. Its best — and perhaps its only — hope for broad-based economic development lies in recruiting foreign miners […]
Read more »Africa’s Economic Boom
April 24th, 2013
Via Foreign Affairs (subscription required), a very interesting analysis of Africa’s economic growth and trajectory: Talk to experts, academics, or businesspeople about the economies of sub-Saharan Africa and you are likely to hear one of two narratives. The first is optimistic: Africa’s moment is just around the corner, or has already arrived. Reasons for hope […]
Read more »Connectivity In Asia: Reviving The Old Silk Road?
April 24th, 2013
Via The Eurasia Review, an interesting article on the potential revival of the Silk Road: Silk Road extending from Europe through Egypt, Somalia, the Arabian Peninsula, Iran, Afghanistan, Central Asia, Pakistan, India, Bangladesh, Java-Indonesia, and Vietnam until it reaches China. The land routes are red, and the water routes are blue. THE SILK Road refers […]
Read more »Growth From The Ground Up In Iskandar
April 24th, 2013
Via Mark Mobius’ blog, a look at Iskandar, Malaysia: Our emerging markets team isn’t too keen on following crowds. Part and parcel of Templeton’s contrarian approach is traveling to places others aren’t, and thinking about the long-term potential in specific industries and companies that may not be on others’ radar screens. One place we’ve had […]
Read more »Apple…In Afghanistan
April 24th, 2013
Via Quartz, an interesting article on Apple’s popularity in Afghanistan: Where do people in Kabul go when they want to buy an iPhone? The same place as everybody else: an Apple Store. But one thing separates the Apple Store in, say, New York, from the one in Kabul: Apple either doesn’t know it exists, or […]
Read more »Afghanistan Has What China Wants
April 20th, 2013
Via Foreign Policy, a look at China’s interest in Afghanistan: As we near the date of withdrawal for U.S. combat forces in Afghanistan, the debate about the country’s largest neighbor has shifted. No longer are American analysts worried about Chinese investments free-riding on U.S. and NATO stability efforts. Now, the hope is that China’s massive […]
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.