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 »Africa: Site Of The World’s Next Explosive Growth?
March 14th, 2011
Via The Financial Post, an interesting article on the economic development and potential of Africa: Once the undisputed worst economic region in the world, sub-Saharan Africa is now one of the fastest-growing areas on the planet and despite the turmoil in North Africa, has become one of the most incredible success stories of the global […]
Read more »Dragon In The Desert
March 5th, 2011
Via Reuters, a report on China’s deepening links between East Asia and the Middle East: “…A behemoth dragon-shaped shopping mall in the desert near Dubai has become a symbol of the deepening links between East Asia and the Middle East. Dragon Mart — 3,950 wholesale and retail shops, stretching 1.2 km, or about three-quarters of […]
Read more »Drilling Down Into Crude Hot Spots: The Potential For Unrest
February 26th, 2011
Via The Globe and Mail, a look at oil producing regions around the world and the potential for unrest: “…Whether you produce the stuff, refine it, consume it or speculate in it, it’s impossible to separate oil from political risk. Today the focus is on Egypt and Libya. Tomorrow, it could be Algeria, Saudi Arabia […]
Read more »Egypt, Libya, and The Folly Of The BRICs
February 26th, 2011
Courtesy of The Harvard Business Review, an interesting examination of the inherent instability of emerging and frontier markets that often goes unnoticed in the media / investment worlds’ portrayal of the opportunities therein: “…What do Egypt, Iran, Pakistan, and Nigeria all have in common? They are very populous, Muslim-majority countries, all facing constant political unrest […]
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.