Pipeline Politics In The Former Soviet Union
July 28th, 2011
Courtesy of STRATFOR (subscription required), an interesting lookat current politics of energy infrastructure from the Caucasus region to central Europe as the European Union seeks alternatives to Russia. As the article notes: “…Polish President Bronislaw Komorowski continued his weeklong tour of the Caucasus region on July 27, where he is visiting Georgia, Armenia and Azerbaijan. […]
Read more »Monthly Regional Insights: Asia Pacific
July 14th, 2011
Courtesy of the Frontier Strategy Group, an updated look at the economic outlook for Asia:
Read more »CIVETS 60
May 7th, 2011
Courtesy of The Financial Times, an article on the new S&P CIVETS 60 – a tradeable index of 50 stocks from the next-generation EMs of Colombia, Indonesia, Vietnam, Egypt, Turkey and South Africa. “…Among the post-BRIC acronyms competing to encapsulate the prospects of other chunks of the emerging world, CIVETS is gaining the most ground. […]
Read more »Has Africa’s Time Come?
May 7th, 2011
Via The Financial Times, details of a new report from Ernst & Young on Africa’s investment potential: “As executives and politicians descend on Cape Town for Africa’s World Economic Forum, Ernst & Young has a succinct message for foreign investors – “It’s time for Africa.” In a new report, Africa Attractiveness Survey, the professional services […]
Read more »BRICs In The Wall
March 31st, 2011
Courtesy of The Financial Times, a look at the performance of smaller emerging markets around the world: “…While the Brics make headlines, smaller markets can often give investors a better return. The problem is that a small market can be more volatile – too many eggs in Thailand can be riskier than too many in […]
Read more »Emerging Markets Cities: GDP Growth Drivers
March 25th, 2011
Courtesy of The Financial Times, a report on the big shift towards emerging markets cities as a driver of GDP growth. As the article notes: “…The world’s 600 biggest cities account for 60 per cent of global GDP growth. And that won’t change over the next decade and a half. What will change, dramatically, is […]
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.