Ascendant East Africa
July 23rd, 2014
Via STRATFOR (subscription required), an interesting look at East Africa: The Greater Indian Ocean is the maritime organizing principle of geopolitics, uniting the entire arc of Islam (including the Red Sea and the Persian Gulf), East Africa, the Indian subcontinent and Southeast Asia. But while economic dynamism has focused more on the Indian subcontinent and […]
Read more »Myanmar: Economic Miracle Or Myth?
July 23rd, 2014
Courtesy of the Financial Times, a look at Myanmar’s economic growth: Following his “flipping the switch” on political reform, Thein Sein, Myanmar’s president, has embraced the international donor community – of bilateral and multilateral agencies led by the Asian Development Bank, the World Bank and the IMF – in an agenda of good governance and […]
Read more »Africans Open Fuller Wallets To The Future
July 21st, 2014
Via the New York Times, an interesting look at the growth of Africa’s middle class: A saleswoman in a red shirt talking to shoppers at a furniture and appliance store in the Daveytown mall outside Johannesburg. Across sub-Saharan Africa, consumer demand is fueling the continent’s economies in new ways, driving hopes that Africa […]
Read more »Mexico: Coca-Cola’s Billion-Dollar-A-Year Fizz
July 17th, 2014
Via the Financial Times, an article on Coca Cola’s plans for the Mexican market: Investment in Mexico: it’s the real thing. Coca-Cola’s announcement that it will pour $1bn into the country every year until 2020 is just the latest in a string of recent big-ticket spends in a country where manufacturing is leading the country […]
Read more »Turkmenistan: The Next Central Asian Tiger?
July 15th, 2014
Courtesy of The Diplomat, an interesting look at Turkmenistan: While we are long accustomed to hearing about the prowess of Kazakhstan’s oil-driven economy, or Uzbekistan’s assertiveness as the self-anointed regional leader, Turkmenistan rarely makes any news, except in the negative. Indeed it has a reputation, earned mainly under former President Separmurad Nyazov, as an authoritarian […]
Read more »Gap Gambles On Myanmar
July 14th, 2014
Courtesy of Foreign Policy, an interesting report on the Gap’s plans to enter the former pariah state: Gap Inc. began considering operating in Myanmar almost a year after the United States and the European Union formally eased sanctions on the former pariah state; it took another year of preparation before the company became the first […]
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.