The Brics Are Dead… Long Live The Ticks
January 28th, 2016
Courtesy of the Financial Times, a report on the decline of Brazil and Russia from an emerging market fund perspective: The Brics are dead. Long live the Ticks. The Brics concept, based on the belief that the quartet of Brazil, Russia and India and China would power an unstoppable wave of emerging markets-led economic growth, […]
Read more »Iran: Back In Business
January 26th, 2016
Via The New Yorker, a look at Iran’s business potential: Ostracized as a pariah for almost four decades, Iran is back in business in a mere ten days—and with both East and West. On Saturday, the Islamic Republic welcomed Chinese President Xi Jinping—and a delegation of three deputy premiers, six cabinet ministers, and a planeload […]
Read more »Somalia: Change Coming?
January 15th, 2016
Via the Cipher Brief, an updated look at Somalia: Since Somalia’s independence in 1960, its relationship with the U.S. has been—for lack of a better metaphor—on a roller coaster that travels up and down dangerous steeps and performs sudden inversions that turn everything upside down. In other words, due to lack of formal and sustainable […]
Read more »North Korea: Newest Frontier For A Daredevil Investor
January 13th, 2016
Courtesy of the New York Times, an article on James Passin, a hedge fund manager at Firebird Management: He searched for oil in the badlands of Somalia and fueled a stock market boom in Mongolia. He sued the world’s smallest republic, far out in the Pacific, for a chunk of what it is worth. Now, he is betting […]
Read more »Frontier Markets In Focus: 2016 And Beyond
January 13th, 2016
Via Mark Mobius’ blog, an interesting look at some investment opportunities in frontier markets (the less-developed subset of the emerging market universe) with an eye on a few countries that could best weather the investment climate ahead: When talking about frontier markets, the first question many people have is how to classify them. One of the […]
Read more »TAPI Pipeline: A Path To Peace In Afghanistan?
January 2nd, 2016
Via the New Yorker, a look at the TAPI pipeline: When, on December 10th, Afghan President Ashraf Ghani returned to Kabul from Islamabad, he was greeted by a Taliban attack that killed more than fifty people at the Kandahar airbase and the resignation of his intelligence chief, Rahmatullah Nabil, who cited a “lack of agreement […]
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.