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 »Into Africa: Will The Continent Become The Next Major Global Investment Story?
September 24th, 2011
In the CFA Institute’s September/October 2011 issue, Patrick Mutimba, CFA – Director of investments at Makerere University in Kampala, Uganda – looks at Africa’s potential to join the BRICs as an alternative investment destination, especially that of AAEMNS (Algeria, Angola, Egypt, Morocco, Nigeria, and South Africa): “…I believe Africa will be the next big destination […]
Read more »Laos: Tilting Toward China?
September 19th, 2011
Courtesy of STRATFOR (subscription required), an interesting look at Laos and how – in recent years as China and Vietnam have jockeyed for influence in Indochina and as countries in the region have increased their cooperation – Laos has envisioned itself becoming a “corridor country,” tying into a Chinese high-speed rail network and exporting hydro-powered […]
Read more »Urban Economic Clout Moves East
September 19th, 2011
Courtesy of McKinsey Quarterly, an interesting graphic that forecasts more than 20 of the world’s top 50 cities ranked by GDP will be located in Asia by the year 2025, up from 8 in 2007. During that same time period, our research suggests, more than half of Europe’s top 50 cities will drop off the […]
Read more »Impact Of Potential Economic Slowdown In Latin America
September 14th, 2011
Courtesy of Emerging Markets Insights, a look at how fear over a stalling global economy is stalking Latin America. As noted in article: “…Frontier Strategy Group expects the overall impact of a slowdown to be smaller than in 2008 as Latin America has grown less reliant on global trade flows than other regions. Mexico has […]
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.