The Swelling Middle: Emergence Of A Truly Global Middle Class
January 23rd, 2012
Courtesy of Reuters, a very interesting look at the evolution of the middle-class around the world. Emerging markets such as China, India and Indonesia are estimated to increase Asia’s share of the global middle-class to 64% and account for over 40% of global middle-class consumption by the year 2030: For the first time in history, […]
Read more »The Last Kim of Pyongyang?
January 21st, 2012
Via Foreign Policy, an interesting report on the possibility of North Korea following Myanmar’s gentle path towards liberalization. As the article notes: For more than two decades, Myanmar was a pariah state ruled by military generals that suppressed political dissent, straitjacketed the media, persecuted ethnic minorities, and — despite resource riches — failed to improve […]
Read more »Frontier Markets Up The Ante On Political Risk In Mining
January 18th, 2012
Courtesy of The Financial Times, an article on mining firms’ increased interest in frontier markets. As the report notes: Mining companies have been busy scouring investment frontiers that they once avoided. The world’s seven largest gold-producing companies are all developing major projects in frontier markets, including Papua New Guinea, Kyrgyzstan, Mauritania, and Ecuador. Geologically-attractive deposits […]
Read more »The Oil Potential of Iraqi Kurdistan
January 10th, 2012
Via The Oil Drum, a look at the oil potential of Iraqi Kurdistan: Whilst much of Iraq may be viewed as in a metastable social and political state, the semi autonomous northern region of Kurdistan has enjoyed relative peace for a number of years. This has enabled the regional government to develop oil exploitation laws […]
Read more »Latin America’s Economic Growth
January 10th, 2012
Courtesy of Emerging Markets Insights, a look at Latin America’s economic growth: 2011 year-end growth figures and new forecasts for 2012 demonstrate continued, but slower, growth, and the emergence of new risks and opportunities in LATAM. Brazil’s growth will subdued, by recent standards, and Argentina is preparing for a potentially painful economic restructuring. While larger […]
Read more »China’s Economic Growth
January 9th, 2012
Courtesy of Emerging Markets Insights, an update on China’s economic growth: Although exporters in places like Guangdong are beginning to feel the impact of rising volatility in the global economy, gross fixed investment numbers remain strong across the country. Local governments in Chongqing, Hubei, Sichuan, and Zhejiang continue to invest heavily in infrastructure projects in […]
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.