Promising Emerging Markets For 2020
February 16th, 2020
Via Atradius, a report on the most promising emerging market opportunities in 2020: Summary Despite ongoing trade disputes and increased geopolitical uncertainty, there remain several bright spots for export opportunities in emerging markets Brazil, Colombia, Kazakhstan, the United Arab Emirates, Senegal and Vietnam shine in 2020 as markets with strong growth prospects and limited vulnerability […]
Read more »Is Now The Time To Invest In Kazakhstan?
December 31st, 2019
Via Forbes, a look at Kazakhstan: Global investors tend to group Kazakhstan along with Russia and the Commonwealth of Independent States (CIS), but its market fundamentals are markedly different and they appear to offer some interesting investment opportunities going into 2020. First and foremost, the government has been pursuing a privatization program that aims to […]
Read more »Caspian Oil Producers Face Growing Investor Skepticism
December 25th, 2019
Via S&P Global, a look at the Caspian petroleum producing countries: Three decades after gaining independence, Azerbaijan and Kazakhstan face a growing struggle convincing investors and markets of the potential for significant new oil opportunities in the Caspian region. Recent months appear to have demonstrated the reduced allure of a region once seen as a […]
Read more »New Silk Road In Action At China-Kazakh Border
December 7th, 2019
Via The Asia Times, an article on the Silk Road in action at the Chinese-Kazakh border: We are cruising on a pristine, 380 km-long four-lane superhighway from Almaty to Khorgos – finished in 2016 for $1.25 billion, 85% of the cost covered by a World Bank loan. And then, suddenly, riding parallel to us, there’s […]
Read more »Kazakhstan’s ‘Opening Up’ Makes It A Standout Among Frontier Markets
November 10th, 2019
Via Forbes, a look at Kazakhstan: Famous hedge fund manager Ray Dalio of Bridgewater Associates in Connecticut likes to say that either you’re being paid for earnings or you’re being paid for yield. With earnings growth and yield shrinking in many of the advanced economies (negative in parts of Europe), investors are forced to look […]
Read more »Khorgos or Khor-stops: Hype on the Belt and Road
September 28th, 2019
Via The Diplomat, an updated look at Khorgos which is less transformative than its proponents believe – and yet it does illustrate some of the promise of the BRI: Since its announcement at Nazarbayev University in Kazakhstan in 2013, what has become known as China’s Belt and Road Initiative (BRI) has prompted a host of analyses […]
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.