Economic Cost Of A Potential ‘Third World’ War In Africa
November 25th, 2010
Via The Financial Times, an interesting report on the economic cost to Africa of potential renewed conflict in Sudan: “…For foreign investors, frontier markets don’t come much wilder than south Sudan. But what happens in that land-locked expanse of scrub also matters to people who’ve ploughed their money into more “civilised” places next door, such […]
Read more »An Integrated Latin America
November 25th, 2010
Via Mark Mobius’ blog, an updated assessment of Latin American markets: “…At the end of November 2010, Chile, Colombia and Peru are planning to integrate their stock exchanges, providing local investors with more investment opportunities and also allowing companies to access a broader investor base. We are likely to see increased foreign investor participation with […]
Read more »The Cuban Oil Crisis? Russia’s Gazprom To Drill In Cuban Waters
November 16th, 2010
Courtesy of The New York Times, a report that Gazprom is going to drill for oil in Cuban waters: “…The Russian energy giant Gazprom has joined a growing list of companies that plan to drill for oil in the waters off Cuba, close to the United States but out of reach of its safety regulators. […]
Read more »Frontier Investing
November 12th, 2010
Courtesy of GuruFocus, some interesting frontier markets commentary from Dr. Marc Faber: “…I think there may be a window of opportunity left in frontier markets. Let me explain. In last month’s report, I noted that we should think of the US as a “huge money-printing machine that produces an unlimited quantity of dollars”. Most of […]
Read more »Africa: The Energy Continent
November 12th, 2010
Via The Energy Business Review, an interesting look at Africa’s evolution into an energy powerhouse. As the article notes: The significant worldwide growth in energy demand (expected to rise by some 57% by 2025), has put Africa firmly on the industry’s radar. According to BP’s Statistical Review of World Energy Report (June 2010), in 2009 […]
Read more »Rise Of The Rest: Exceptional B2C Innovations From All Corners Of The Globe
November 8th, 2010
Via Trendwatching.com, an interesting list of some of the emerging worlds’ most dynamic brands and companies, from aggressive Chinese brands to Turkish creatives to Brazilian apparel: Time for a hefty dose of B2C innovations from China (minus Hong Kong), India, South Africa, Brazil and more. A few points; We’ve included both new brands and established […]
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.