Asia’s Growth Forecast
December 5th, 2011
Via Emerging Markets Insight, a updated look at Asia’s economic forecast. As the report notes: Asia’s outlook has darkened over the last month as flooding in Thailand disrupted regional supply chains and declines in the Chinese property market injected uncertainty into the region’s growth forecasts. While these developments will require active monitoring, multinationals should keep […]
Read more »Rise of the TIMBIs
December 2nd, 2011
Courtesy of Foreign Policy, an interesting look at a group of dynamic and democratic emerging economies that will surpass the BRICs in the years ahead, called the TIMBIs: Turkey, India, Mexico, Brazil, and Indonesia. As the article notes: Nov. 30 marked the 10th anniversary of Goldman Sachs economist Jim O’Neill’s anointing of the BRIC economies […]
Read more »BRICs? It’s Carbs That Make You Strong
December 1st, 2011
Courtesy of The Financial Times, an interesting article on how the upsurge in commodities has resulted in over performance in a number of markets: Ten years ago the mood among emerging market investors was one of despair. After a series of crises, EM equities had gone nowhere for a decade. All they seemed to offer […]
Read more »BRICs at 10
November 29th, 2011
Courtesy of The Financial Times, a report on the growth and investment returns of the BRICs as they cross the age of 10: So, was he right? Ten years ago Jim O’Neill of Goldman Sachs looked at four growth economies – Brazil, China, India and Russia – put their first letters into an acronym, and […]
Read more »Emerging Markets: Redrawing the Map
November 23rd, 2011
Via SmartMoney, an interesting report on emerging markets When Taizo Ishida first set eyes on Bangladesh, he thought the images would stay with him forever. Posted there in the 1980s as a United Nations development officer, Ishida saw little but abject poverty wherever he turned. Lacking a reliable power grid or even the most basic […]
Read more »Kurdistan’s Oil Future
November 19th, 2011
Courtesy of The Financial Times, an interesting look at oil-rich Kurdistan: “…I have spent the past few days touring the oil-rich semi-autonomous region of Kurdistan in northern Iraq, visiting oilfields and interviewing its officials and foreign executives. It is boom time for Kurdistan, which optimists hope could soon produce more oil than some members of […]
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.