If It Doesn’t Have A Starbucks, It’s A Frontier Market
July 31st, 2015
Via Forbes, an interesting article on frontier markets by Alex Bernard of Schulze Global Investments: Hungry for higher returns and put off by sluggish growth and sky-high valuations in traditional emerging markets like Brazil, China and India, savvy investors have begun to sub-allocate a portion of their emerging market allocations towards frontier markets. But as frontier […]
Read more »China’s Global Ambitions: Loans And Strings Attached
July 24th, 2015
Courtesy of The New York Times, an interesting look at China’s investment in Ecuador and elsewhere, as it uses its economic clout to win diplomatic allies and secure natural resources around the world: Where the Andean foothills dip into the Amazon jungle, nearly 1,000 Chinese engineers and workers have been pouring concrete for a dam […]
Read more »Cuba Hoping To Kickstart Offshore Oil & Gas Industry
July 23rd, 2015
Via Stasha Macro World, an interesting look at Cuba’s effort to kickstart its offshore petroleum activities: The Cuban oil company Cubapetroleo, or Cupet, is close to a deal with Angola’s state-run Sonangol to get Cuba’s deepwater energy exploration program up and running three years after work was suspended because of failure to find any oil […]
Read more »China: Betting On North Korea In Gamble To Save Its Rustbelt
July 22nd, 2015
Courtesy of Business Insider, an interesting look at China’s plans to utilize North Korea as part of its strategy to revitalize its NE rustbelt territory: At China’s very farthest limits, a town sandwiched between North Korea and Russia stands at the heart of Beijing’s plan to revitalise its bleak, frigid northeastern rustbelt. Beijing has a […]
Read more »A Global Middle Class? Not Yet
July 22nd, 2015
Courtesy of Fast Company, an interesting report on the claim that a global middle class is emerging: People around the world are pulling themselves out of extreme poverty. But outside of China, it’s a big stretch to claim the middle class is thriving In recent years, we’ve heard a lot about the emergence of a […]
Read more »China’s One Belt, One Road Initiative
July 21st, 2015
Via Frontier Strategy Group, an interesting look at China’s “One Belt, One Road” initiative: Ever since Chinese President Xi Jinping proposed to build a cross-regional economic plan in 2013 to strengthen trade and investment partnerships across Asian, European and African markets, China’s “One Belt, One Road” initiative has been attracting worldwide attention with its massive scale […]
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.