The Great Rate Divide: Hikes In Frontier Markets Match Emerging Markets Cuts
October 14th, 2011
Courtesy of The Financial Times, an interesting look at a number of frontier markets that raised their interest rates recently. As the article notes: “…While Indonesia this week made headlines by becoming the latest emerging market to cut interest rates, Nigeria added its name to a growing list of frontier markets that have this month […]
Read more »Libyan Stock Market Catches The Eye Of Intrepid Frontier Market Investors
October 12th, 2011
Courtesy of The Financial Times, an interesting article on the promise of Libya’s fledgling stock market in light of the recent changes in the country. As the report notes: “Libya’s fledgling stock market is attracting investor attention as the country’s new rulers aim to relaunch it after a wartime shutdown of more than six months. […]
Read more »Iran, Korea To Build Oil Pipeline
October 10th, 2011
Via the PakObserver, a report that Iran and South Korea have signed a contract to construct a 1,680-kilometer pipeline to transport oil from the Caspian Sea in the north to the Sea of Oman in the south. According to the article: “…The pipeline, which will transport crude oil from the port of Neka in northern […]
Read more »Surging Economies, in Search of Surging Stocks
October 9th, 2011
Courtesy of The New York Times, an interesting article on the resilience of emerging economies: “…IDEAS that come into vogue and fail to pan out may not be wrong, just early. Is “decoupling” one of those ideas, and has its time come at last? Decoupling holds that rapid growth in emerging economies will support their […]
Read more »Standish: Emerging Markets Should Be Called ‘ASTERISCS’
October 8th, 2011
Courtesy of Seeking Alpha, a synopsis of a very interesting report that reminds investors to evaluate each developing country individually, rather than simply focusing on N-11, BRICs, CIVETS, “emerging markets”, “frontier markets” and other monikers. As the article notes: “…The term “emerging markets” has lost its meaning over the years due to many reasons. Some […]
Read more »Economic Outlook: Asia Pacific (October 2011)
October 8th, 2011
Via Emerging Markets Insights, an updated look at economic growth in Southeast Asia: Most Asian countries continue to exhibit strong growth despite the recent turmoil in global markets. However, if there is a full-blown recession in the developed world, some markets will weather the storm better than others. In particular, domestically-oriented countries like India and […]
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.