Archive for the ‘Uncategorized’ Category

Myths And Realities Of The African Middle Class

Via Emerging Markets Insight, a report on the myths and realities of Africa’s middle class: In March 2007, long-serving Angolan President Jose Eduardo dos Santos formally opened a perfect metaphor for Africa’s changing consumer market profile. Located in the Talatona suburb of the country’s malarial and overcrowded capital city Luanda – perhaps best known for […]

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The Rise Of The Multilatinas

Via The Financial Times, an interesting look at the rapid international expansion of companies from South America: Since 2000, the global economy has undergone a huge rebalancing towards the emerging countries. Trade and financial flows shifted in the direction of the emerging countries. Not only did investors in developed countries rush to raise their stakes […]

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Asian Economic Outlook: August 2011

Via Emerging Markets Insights, a monthly review of Asia’s economic outlook for the month: Regulatory changes in several countries are impacting the investment environment. In China, new policies may give foreign companies greater access to a US$1 trillion market. In Indonesia and Malaysia, regulatory changes will improve the business environment across several sectors. In Thailand, […]

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Pakistan: Big Market, Bigger Risk

Via Forbes, an interesting article on the potential of Pakistan’s nascent online economy: “…In the game of can-you-top-this entrepreneurial hardship–who slept the least, whose office was tiniest, who choked down the most Ramen noodles–Monis Rahman holds some formidable trump cards. Four years ago Rahman, a serial entrepreneur, launched Rozee.pk, now Pakistan’s largest jobs website, with […]

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India: The Other BRIC in Latin America

Via the Americas Quarterly, an interesting look at the growing linkages between India and South America .   As the article notes: When trade relations between Argentina and China hit choppy waters early last year, a new partner suddenly appeared on the horizon. In April 2010, Beijing stopped buying Argentine soybean oil in retaliation for Argentina’s […]

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Colombia And Peru: The Next Latin American Growth Frontiers

Via Frontier Strategy, an interesting look at how Colombia and Peru are becoming the next Latin American growth frontiers: Buoyant consumer spending and robust FDI illustrate why MNCs are paying close attention to Colombia. In Peru, the appointment of a pro-business cabinet demonstrates that Humala’s government will emphasize growth and continuity. Meanwhile, questions about the […]

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ABOUT
WILDCATS AND BLACK SHEEP
Wildcats & Black Sheep is a personal interest blog dedicated to the identification and evaluation of maverick investment opportunities arising in frontier - and, what some may consider to be, “rogue” or “black sheep” - markets around the world.

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.