Diversification Benefits of Frontier Markets
February 8th, 2008
As reported by The International Herald Tribune, “frontier” markets are gaining even more interest than before in light of the recent turmoil in more developed markets. As the article notes, what has started to come home to investors is that frontier markets, which are remarkably diverse, have achieved these good returns with low correlation to […]
Read more »The Second World: Key Players in the Geopolitical Marketplace
January 28th, 2008
An excellent piece in yesterday’s New York Times magazine effectively argues that the US’s position in the global order of things is changing and, that in addition to the three powers in today’s world (i.e. the U.S., China and the European Union), a set of “second world†nations that are part developed & part developing […]
Read more »Frontier Markets – Now Part of Mainstream (Media) Thinking?
January 7th, 2008
As noted in a recent US News & World Report article, many investors are engaged in the hunt for the next generation of emerging markets. And, as we’ve discussed in this blog before, Goldman Sachs has identified 11 countries with BRIC-like possibilities, which include mainstream emerging markets like South Korea and Mexico as well as […]
Read more »A New Vietnam – China Highway: Part of An Increased Web of Asian Trade Corridors
December 15th, 2007
The International Herald Tribune recently reported that plans for a four-lane highway from Hanoi to Kunming are expected to be confirmed soon. While this will definitely lead to the greater integration of northern Vietnam and southern China, I think its long-term significance will be measured as part of the increasing network of trade corridors within […]
Read more »Wireless Operators Dialing Africa and Other Emerging Markets For Growth
December 15th, 2007
As recently reported in the Investors Business Daily, there is a race among various cellular phone operators to grab assets in still-developing markets where wireless penetration is still well below 30%, and in some cases 10%, in many parts of Africa, southeast Asia, central Asia and other remote areas of the globe. As the article […]
Read more »Frontier Markets: An Index for Investment Success?
November 28th, 2007
From The Financial Times, an interesting look at the S&P Select Frontier Index which consists of 30 of the largest and most liquid companies in markets excluded from the more mainstream S&P/IFCI Emerging Markets Index, primarily from smaller emerging markets such as Bahrain, Croatia, Jordan and Vietnam, plus some from more unexpected markets, such as […]
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.