India and China Eye Indian Ocean’s ‘Pearl’
October 1st, 2024
Via The Diplomat, a report on the need for Sri Lanka’s new President Anura Kumara Dissanayake will have to strike a deft balance between two regional powers: The “Pearl of the Indian Ocean” – Sri Lanka – may yet become a bone of contention between India and China, following the September 21 presidential election that […]
Read more »Climate Migrants Stand to Overwhelm World’s Megacities
September 29th, 2024
Courtesy of Bloomberg, a look at how – from Dhaka to São Paulo – already crowded cities are unprepared to absorb people fleeing the effects of climate change. Some of the world’s most climate-vulnerable nations will see a mass reshuffling of their populations as the extreme environmental and weather events prompt entire communities to migrate […]
Read more »Fear In The Air? 5 Reasons Now Is The Time To Invest In Bangladesh
September 24th, 2024
Via Forbes, commentary on Bangladesh and why it may now be an opportunity to invest: The concept of value-investing, made popular by Warren Buffett, revolves around buying high-quality businesses at prices below their intrinsic value and holding them for the long term. Value investors ignore media hype and focus on fundamentals and believe that panic in […]
Read more »Why Bangladesh’s EPZs Are A Promising Destination For Global Investors
September 2nd, 2024
Via Eurasia Review, commentary on the potential of Bangladesh’s Export Processing Zones: Bangladesh has had notable advancements in the social, political, cultural, and economic spheres since gaining independence. To accelerate the country’s rapid economic expansion, notably through industrialization, the government adopted an ‘Open Door Policy’ and took a variety of efforts to attract foreign investment. […]
Read more »Youth Unemployment: Ticking Time Bomb Is Threatening Economies Across Asia
August 28th, 2024
Via the Wall Street Journal, an article on double-digit unemployment which is holding back tens of millions of young people, raising urgent questions for a swath of fast-growing nations in Asia: Asia’s fastest-growing economies are hiding a dirty secret: Their youngest workers are battling stubbornly high rates of unemployment. Bangladesh—long considered a development model for […]
Read more »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 »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.