The New Iraq, Signs Of Hope Amid The Rubble And Reconstruction
January 17th, 2022
Via WorldCrunch, an article on some glimmers of hope for Iraq as the country tries to rebuild following four decades of war and embargoes: With a vast office located at the top of a tower fiercely guarded by the army and a bell to call the staff, Khalid Hamza Abbas is obviously a powerful character, […]
Read more »Telenor Dumps Myanmar Fintech Leader Wave Money
January 17th, 2022
Via the Asia Times, an article on Telenor’s agreement to sell leading digital pay platform to local-led consortium as foreign investors stampede for the exits: The Telenor Group has agreed to sell its majority share in digital financial service provider Wave Money to a consortium led by Myanmar tycoon Serge Pun’s Yoma Strategic, the latest […]
Read more »India, Vietnam, and Philippines to Drive Emerging Asia Growth in 2022
January 14th, 2022
Via Emerging World, a look at Fitch’s 2022 Asia Pacific forecasts: We recently viewed the latest Asia Pacific forecast put out by Fitch. On a broad level, they see regional growth to slow, weighed down by China. In ‘21, Emerging Asia grew above 7%, but it hovers around 5.7% in the Fitch forecast for ‘22. But […]
Read more »How Venezuela Became One Big Casino
January 14th, 2022
Via The Atlantic, a report on how – in the midst of the country’s economic collapse – casinos, and the dollar, are king again: The monkey entered the casino after midnight. It clung to the arm of a short man with a military haircut. The man stood and watched the action at the roulette tables […]
Read more »Lions On The Move: Progress and Potential of African Economies
January 14th, 2022
Via McKinsey, a link to a detailed report on how Africa’s economic growth is creating substantial new business opportunities that are often overlooked by global companies, where consumer-facing industries, resources, agriculture, and infrastructure together could generate as much as $2.6 trillion in revenue annually by 2020, or $1 trillion more than today: Africa’s collective GDP, […]
Read more »Expected Returns in Emerging Markets, 2022-2028
January 14th, 2022
Via The Emerging Markets Investor, a projection of expected returns in emerging markets for 2022-2028: The past decade in emerging markets has been one of slowing GDP growth, low earnings and poor returns. By and large, today valuations have come down enough from the lofty levels of 10 years ago to make the markets attractive, particularly […]
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.