Mobius’ Emerging Opportunities
September 29th, 2008
Via The Financial Times, an interesting look at which emerging markets Mark Mobius (executive chairman of Templeton Asset Management) is focusing on, in spite of the recent credit-related financial turmoil. As the article notes, Mobius has long been at the forefront of drawing investors toward frontier markets, including Bangladesh, Botswana, Estonia and Tunisia, and now […]
Read more »Sun Is Shining on Morocco, Tunisia, and Lebanon
September 19th, 2008
Interesting perspective from Portfolio Magazine, noting that Morocco, Tunisia, and Lebanon are the only countries among 70 tracked by the MSCI that have stock markets in positive territory this year. As the article notes, it is nice to know the sun is shining somewhere!
Read more »Challenges & Opportunities Facing Emerging Markets in the Middle East & North Africa
January 10th, 2008
In a recent article published by Knowledge@Wharton, Howard Pack (a professor of business and public policy at Wharton) and Marcus Noland (a senior fellow at the Peterson Institute for International Economics) examined how Arab countries are coping with globalization & exploiting the recent influx of hydrocarbon-based money into their economies. We found the following notes […]
Read more »France: Banking on North Africa
November 29th, 2007
As recently reported in the Wall Street Journal, France has followed China’s lead as a nation looking at banking opportunities in Africa. As the article notes: “…The top three French banks by market value- BNP Paribas SA, Société Générale and Crédit Agricole SA-are already active in most of the region. Additional acquisitions in countries such […]
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.