Emerging Market Miracles: Few and Fleeting
August 27th, 2024
Via Emerging Markets Investor, a look at emerging markets: Much of the excitement that investors have for emerging markets is anchored in the idea that developing countries grow faster than the sclerotic rich countries of the West and that this growth brings opportunities for extraordinary portfolio returns. Unfortunately, this is largely wishful thinking, as the […]
Read more »Granular Look at Vietnam’s Development
August 27th, 2024
Via McKinsey, a granular look at Vietnam’s development journey A country level perspective of Vietnam can provide a good, general overview of what is taking place in the country—just imagine what a pixelated breakdown 230 times more granular could reveal. Such a granular deep dive is now available with a new dataset, Pixels of Progress, compiled by […]
Read more »Can An Egypt-Led Alliance Block Ethiopia’s Efforts To Secure Sea Access?
August 27th, 2024
Via the Addis Standard, commentary on the potential for an Egypt-led alliance stand in Ethiopia’s way of securing access to the sea: For scholars in the field of political science and international relations, the international realm is basically the realm of balance of power, where states continuously struggle for much power and sustainable peace. The […]
Read more »The Big Numbers India Needs to Hit 2047 Economic Target
August 27th, 2024
Via The Diplomat, a report on the ambitious economic goals Indian President Modi has set out and the narrow window of opportunity for India to get rich before getting old: When India’s prime minister Narendra Modi addressed the nation on Independence Day, August 15, he outlined an ambitious vision of “Viksit Bharat“ meaning “developed India.” The deadline […]
Read more »Scramble for Critical Minerals Spurs an African Rail Revival
August 27th, 2024
Courtesy of Bloomberg, another look at the critical mineral-enabled interest in African rail lines: Central African copperbelt forms heart of the logistics plans Years of neglect caused a $10 billion maintenance backlog Southern Africa’s railways are suddenly getting global attention and attracting billions of dollars in investment, with a race to secure copper supplies needed […]
Read more »Afghanistan Announces Mining Deals Worth Over $1 Billion with Uzbekistan
August 27th, 2024
Via Ariana News, a report on recent agreements between Afghanistan and Uzbekistan: The Islamic Emirate of Afghanistan (IEA) has signed five mining agreements with Uzbekistan worth $1.15 billion. These were among 35 agreements and memorandums of understanding signed recently with Uzbekistan – MoUs worth $2.5 billion. The deals in the mining sector include the geological […]
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.