Talking Turkey
August 17th, 2010
Courtesy of The Financial Times, an in-depth look at Turkey from Mark Mobius, Executive Chairmen of Templeton Emerging Markets Group. As the report notes: “…Why is Turkey so compelling an investment destination right now? Today Turkey’s macro fundamentals remain strong and there is a marked decoupling from Eastern European peers who now have serious debt […]
Read more »Building A BRIC House In Africa…
August 5th, 2010
Courtesy of The Financial Times, an interesting analysis of foreign investment in Africa which notes that – despite all the press – the Brics are still underweight in global FDI relative to their economic might, so their contribution in Africa may have only just begun. According to the report: “…It’s become a hoary cliché that […]
Read more »A Look At The Investing Frontier
August 2nd, 2010
Via Nicholas Vardy, a report on frontier markets. As the article notes: “…The Claymore/BNY Mellon Frontier Markets ETF (NYSEArca: FRN) replicates an equity index called The Bank of New York Mellon New Frontier DR Index. Although they don’t get the press that the big BRIC economies—Brazil, Russia, India, and China—do, frontier markets actually may offer […]
Read more »The New Silk Road and Inter-Emerging Nation Trade
August 2nd, 2010
Via Bloomberg and National Geographic, two interesting articles about the increased trade and ties among emerging economies, in particular the New Silk Road. The first, via Bloomeberg, examines how trade between emerging nations is growing quickly: “…The high-speed rail link China Railway Construction Corp. is building in Saudi Arabia doesn’t just connect the holy cities […]
Read more »Africa’s Emerging Consumer Class
July 31st, 2010
Courtesy of The Financial Times, a report on the emergence of a large consumer class in Africa. As the article notes: “…If you weren’t already convinced of Africa’s growth story, here’s another quote to add to the ever-growing chorus of investors keen on the continent, courtesy of Mark Richards of Actis, one of the biggest […]
Read more »Frontier Markets: Front And Center
July 11th, 2010
Courtesy of The New York Times, an interesting report on the increasing popularity of frontier market investments and Nigeria in particular. As the article notes: “THREE years ago, when Joseph Rohm, manager of the T. Rowe Price Africa and Middle East fund, visited Lagos, the capital of Nigeria, he was chaperoned by guards carrying semiautomatic […]
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.