Looking to Frontier Markets for Next Big Thing in Investing?
April 30th, 2012
Courtesy of The New York Times, a look at frontier markets growing popularity among investors: The difficulty with investing in the next big thing is that it is often not recognized as that until after it has become a current or former big thing. Before its arrival, it tends to be seen only as a […]
Read more »Myanmar
April 30th, 2012
Via The Emerging Frontiers blog, a look at Myanmar: Looking for the latest Asian frontier market? Mongolia is so 2011; check out Myanmar instead. The 55 million-person-strong Southeast Asian nation, tucked between India and China, is emerging from nearly two decades of Western sanctions. The military junta whose actions precipitated those U.S. and European strictures […]
Read more »Mobius: Africa – The Final Chapter
April 25th, 2012
Courtesy of The Financial Times, a report on Mark Mobius’ interest in Africa: Not every fund manager has a comic book made about them. Mark Mobius, the legendary emerging markets investor, has. Published five years ago, our hero finds himself in Africa in the final chapter. Fast forward to May 2012. Franklin Templeton Investments will […]
Read more »Chinese Oil: An Evolving Strategy
April 24th, 2012
Courtesy of China Dialogue, a look at China’s evolving global oil acquisition strategy: China’s thirst for oil and gas, fuelled by its breakneck economic growth, has been the primary driver behind efforts to forge ties with any country or regime with abundant energy resources. The conventional wisdom views Chinese National Oil Companies (NOCs) as arms […]
Read more »Myanmar Investing: Early Days Yet
April 24th, 2012
Courtesy of The Financial Times, a report on Myanmar’s investment potential: Opposition leader Aung San Suu Kyi’s landslide victory in parliamentary by-elections in Myanmar has effectively fired a starting gun around the investment world. The result would give her National League for Democracy party 6 per cent of the seats in parliament should legal and […]
Read more »Laos
April 21st, 2012
Courtesy of STRATFOR (subscription required), a look at Laos’s economic potential in light of the changes happening in the region: Long one of the poorest countries in Southeast Asia, Laos has moved in recent years to capitalize on the region’s robust economic growth and increased integration by recasting itself as a “corridor country” able to […]
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.