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 »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 »Romania’s Hot Economy Is Attracting Foreign Workers
May 3rd, 2023
Via The Economist, a look how Romania is changing from a country of emigrants to one of immigrants: A generation ago Romanians queued for food. Today in Bucharest the queues are back, but those standing in them are not Romanian. In one street Ukrainian refugees line up in front of an aid-distribution centre. In another […]
Read more »Attractive Frontier Markets (According To Citi)
January 12th, 2019
Via CNBC Africa, a report on frontier markets: Egypt, Kenya and Romania come out as most attractive Frontier Markets (FM), while Kazakhstan, Vietnam and Morocco come out least attractive. Here is what the model says about the top 3: ? Egypt leads the pack thanks to a host of supportive signals, including valuations (PE and […]
Read more »Virtuous Circle of Investing in Emerging Economies
January 7th, 2008
Very interesting comments by James Leitner (money manager for Falcon Management) in a recent edition of The Deal magazine regarding developing countries and the link between human rights & economic empowerment and prosperity in the developing world. As the article notes: “…Developing countries are no longer trapped at the periphery of the investable universe. Foreign […]
Read more »Frontier Markets: E(Merging) into the Mainstream?
December 15th, 2007
As reported in The Wall Street Journal, “frontier markets” are up nearly 100% or more in dollar terms, according to a Standard & Poor’s index. As the article notes, such markets – despite their small size and often poor infrastructure – are attracting increasing attention: “…Nigeria, has even outpaced China during the past 12 months, […]
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.