Near-Shoring Is Turning Eastern Europe Into The New China
September 20th, 2024
Via The Economist, a report on how near-shoring is turning eastern Europe into the new China: The european union has tried hard lately to restrict Chinese imports. Yet this summer China made it easier to import one European product: Polish poultry. The gesture was economically insignificant. But it is part of a broader push by China […]
Read more »Poland’s Big Bet On A New Airport
August 21st, 2024
Courtesy of The Financial Times, an article on Poland’s big bet on a new airport, project seen as the next big thing in the country’s economic development: Before it can become central and eastern Europe’s largest transport hub, Poland’s new airport could first test the ability of its feuding politicians to stay the course on a […]
Read more »Polish Trains Were Stalled. Hackers Brought Them Back To Life.
May 20th, 2024
Courtesy of the Wall Street Journal, an article on how hackers brought some stalled Polish trains back to life: It’s a nightmare for any laptop user when the innards go haywire and the device freezes up irreversibly—a disaster called “bricking.” Now imagine it happening to a 175-ton passenger train. It began with Dolno?l?skie Rail, which […]
Read more »Fierce Demand is Leading Companies to Look for Tech Talent in Smaller Markets Like Bucharest and Hanoi
February 25th, 2024
Courtesy of Quartz, a look at 20 “emerging markets” where companies are searching for tech talent: Despite more than 30,000 layoffs in the tech industry so far this year, some markets are actually seeing the demand for tech talent surpass supply, leading companies around the world to search for talent in smaller, “emerging markets,” according to a new report. […]
Read more »Emerging Europe: Standout Emerging Market Region This Year
December 3rd, 2023
Courtesy of Schroders, commentary on emerging Europe, a bright spot in a challenging year for emerging markets: It has been a tough year for global emerging markets (EM) given a combination of strong US performance, and weak China performance. Dispersion of returns within the EM universe has been wide, and there have been winners and […]
Read more »These Five Countries Are Key Economic ‘Connectors’ in a Fragmenting World
November 3rd, 2023
Courtesy of Bloomberg, a look at the Vietnam, Poland, Mexico, Morocco and Indonesia are benefiting from the reshuffling of supply chains in response to US-China tensions. You may not have grown up playing with an Erector Set, but perhaps you had another building kit where, with patience and perhaps some parental assistance, you could bolt […]
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.