The Next Frontier?
December 20th, 2011
Two interesting articles on emerging and frontier markets. The first, via GuruFocus, takes a look at a new ETF focused on frontier markets: Every investor should allocate a portion of his or her portfolio to emerging markets. Most often, the phrase “emerging markets” calls to mind the BRIC: Brazil, Russia, India and China. But these […]
Read more »Afghan Rail Plan To Boost Mineral Exports
December 20th, 2011
Courtesy of The Financial Times, a report on the Asian Development Bank’s interest in raising $1bn to expand a newly-completed stretch of railway in Afghanistan into a countrywide network to export iron ore and copper to global markets. As the article notes: “…Afghanistan is due to open the 75-km link between the northern city of […]
Read more »Kazakh Oil Production
December 19th, 2011
Via Early Warning, an interesting look at Kazakhstan: The above shows Kazakh oil production (red, left scale) and the ratio of Kazakh proved oil reserves to annual production (blue, right scale). Why do we care all of a sudden, you ask? Well: About 50 people fought police on Saturday in the town of Shetpe, 60 […]
Read more »Emerging Markets: Yesterday, Today and Tomorrow
December 18th, 2011
Via Beyond Bulls & Bears, an interesting article on the state of emerging markets today: “Almost every market move these days seems to be tied to the latest headline coming from Europe. And the U.S. political deadlock on deficit reduction, high unemployment and fear of a recession hiding under the bed are certainly not helping […]
Read more »Ghana: Star Track?
December 18th, 2011
Courtesy of The Financial Times, a look at Ghana’s growth and future potential: By all measures – Ghana, with its gold and oil wealth, stable government, and double digit growth, can be considered an African success story. However, as an FT Special Report on Thursday pointed out, the country also faces its share of challenges. […]
Read more »Bangladesh: A Chinese Stitch-Up?
December 18th, 2011
Via The Financial Times, a report on Bangladesh’s low-wage manufacturing potential vis-a-vis China. As the article notes: “…Bangladesh could be this decade’s great usurper if it manages to sidle into the low-value manufacturing gap China is leaving in its wake as it moves up the value-adding ladder. And if a report by McKinsey, the consultancy, […]
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.