Russia In Africa: An Alternative To China’s Investment Monopoly?
December 20th, 2011
Via WorldCrunch, a report on Russia’s increasing investment interest in Africa. As the article notes: “…The Soviet Union was once a major economic and political power in Africa. But when the empire fell, so did Moscow’s political and economic influence on the continent. Today, the region is growing, but is increasingly dominated by Chinese companies, […]
Read more »The Next Frontier?
December 20th, 2011
Two interesting articles on emerging and frontier markets. The first, via GuruFocus, takes a look at a new ETF focused on frontier markets: Every investor should allocate a portion of his or her portfolio to emerging markets. Most often, the phrase “emerging markets” calls to mind the BRIC: Brazil, Russia, India and China. But these […]
Read more »Kazakh Oil Production
December 19th, 2011
Via Early Warning, an interesting look at Kazakhstan: The above shows Kazakh oil production (red, left scale) and the ratio of Kazakh proved oil reserves to annual production (blue, right scale). Why do we care all of a sudden, you ask? Well: About 50 people fought police on Saturday in the town of Shetpe, 60 […]
Read more »Emerging Markets: Yesterday, Today and Tomorrow
December 18th, 2011
Via Beyond Bulls & Bears, an interesting article on the state of emerging markets today: “Almost every market move these days seems to be tied to the latest headline coming from Europe. And the U.S. political deadlock on deficit reduction, high unemployment and fear of a recession hiding under the bed are certainly not helping […]
Read more »Ghana: Star Track?
December 18th, 2011
Courtesy of The Financial Times, a look at Ghana’s growth and future potential: By all measures – Ghana, with its gold and oil wealth, stable government, and double digit growth, can be considered an African success story. However, as an FT Special Report on Thursday pointed out, the country also faces its share of challenges. […]
Read more »Indonesia’s Growing Middle Class
December 13th, 2011
Courtesy of Emerging Markets Insight, a report on Indonesia’s growing middle class: Indonesia is the fourth largest country in the world in terms of population. Fast growing consumption, powered by growing affluence of the middle class, is the main driver of Indonesia’s economic growth Favorable Demographic Profile With a total population of 238 million, Indonesia […]
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.