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 »Pioneering Frontier Markets
January 5th, 2012
Via Mark Mobius’ blog, interesting commentary on their view that frontier markets overall are an area now where emerging markets used to be 20 or so years ago. As the article notes: While emerging markets were considered a niche or “exotic” investment when I started investing in the late 1980s, many investors are now familiar […]
Read more »Pipeline Politics: Nabucco More About Markets Than Geopolitics
January 5th, 2012
Via UPI, a updated analysis of the planned Nabucco pipeline: Though Europe is working to diminish Russia’s influence in the region, the planned Nabucco pipeline is more about the commodity market than geopolitical dynamics, a project director said. Planners of projects involved in Europe’s so-called Southern Corridor of gas transit networks — the Interconnector Turkey-Greece-Italy, […]
Read more »EGShares Emerging Markets Consumer ETF
January 1st, 2012
An interesting new ETF out that is built around the philosophy that emerging market consumers do most of their business with familiar local or regional brands, and tend to have less affinity for developed world brands. ECON is designed to provide organic exposure to these consumers; almost all of the revenues of the underlying companies […]
Read more »New Global Hot Spots For Investment
December 26th, 2011
Via Fortune, an interesting article on emerging markets: Today, essentially two global economies exist side by side. The U.S. and its advanced peers continue to struggle with high unemployment, idle capacity, depressed housing markets, and anemic growth. Credit remains tight in much of the developed world, despite historically low interest rates. Debt-laden European nations pose […]
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.