Looking For The Final Frontier…Pakistan to sub-Saharan Africa
October 10th, 2010
Courtesy of The Financial Times, an interesting article on one fund’s search for the final frontier of investing. As the report notes: “…Insparo’s African and Middle East fund passed its second anniversary in June, outperforming the emerging market universe by focusing on what the team calls the last frontier. This covers the area from Pakistan […]
Read more »Why Wal-Mart Went Shopping in Africa
October 1st, 2010
Courtesy of The Harvard Business Review, a thoughtful analysis on Wal-Mart’s African acquisition and strategy. As the article notes: “…Wal-Mart, the world’s biggest retailer, made a $4.6 billion (32 billion rand) offer on September 27th to acquire the South African retail chain, Massmart Holdings. If it goes through, the acquisition will represent the American retailer’s […]
Read more »Top Performing Emerging Markets Through Q3 2010
September 29th, 2010
Via The Global Guru, an interesting analysis of the top performing international markets thus far in 2010. As the article notes: “…Using figures published in Britain’s Economist magazine, the top five global stock markets have returned (in U.S. dollar terms) an average of 36.62% through Sept. 22… #1 Thailand Thai stocks have been hitting multi-year […]
Read more »The Next BRIC Thing (2)
September 20th, 2010
Via The Financial Times, an interesting article on the seemingly endless competition to coin a catchy new group name for some or all of the emerging markets. As the report notes: “…The ways of squeezing the relevant countries into acronyms have been well and truly flogged. So it’s nice to see a new approach: “The […]
Read more »Something To AGRI On…
September 16th, 2010
Courtesy of STRATFOR (subscription required), a report on the joint agreement between Azerbaijan, Georgia, Romania and Hungary to construct the Azerbaijan-Georgia-Romania Interconnector (AGRI), a liquefied natural gas transportation project ostensibly meant to alleviate Central Europe’s dependence on Russian energy supplies, but more likely a political project the involved countries are using to express displeasure with […]
Read more »The Next BRIC Thing…
September 12th, 2010
Courtesy of The Financial Times, an interesting article on the Next 11, nations with the potential to follow the economic growth trajectory of the BRICs. As the report notes: “…To many, civets are best known for the unusual, but essential, role they play in producing the world’s most expensive coffee. But to emerging market aficionados, […]
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.