Frontier Investing
May 7th, 2008
While we’ve been following this topic for some time, popular financial columnist Jane Bryant Quinn recently noted that investing in emerging markets isn’t optional anymore. Globalization means that countries once thought of as marginal are central to any smart investment plan. As the article states: “…Who’s on the frontier? Ukraine, Cyprus, Estonia, Kuwait, the United […]
Read more »If Not Decoupling, Perhaps Less Coupling…?
April 2nd, 2008
Via The Financial Times, interesting analysis by Mark Mobius as to whether or not the US recession will hinder emerging market stocks. As the article notes: “…there is strong dissonance between what is happening in emerging markets and the frightening subprime news coming out of the US and UK markets …Emerging markets this year are […]
Read more »Emerged Markets?
March 11th, 2008
As analyzed by Knowledge at Wharton, many emerging markets show signs of a strong and growing middle-class population, leading some observers to wonder whether the term ’emerging markets’ has lost some of its meaning. As the article notes: “…Initially, the phrase applied to fast-growing economies in Asia and was used in Eastern Europe after the […]
Read more »Big Oil = Dinosaurs at the Tar Pit (Part 2) / Thoughts on a Natural Gas Cartel
January 20th, 2008
In an exclusive SPIEGEL interview, OPEC Secretary-General Abdalla Salem el-Badri discussed – among other items – the failures of the multinational oil companies and the possibility of a caretel for natural gas.  His thoughts, noted below, are highly interesting: “…SPIEGEL: (Russian) President Vladimir Putin certainly has other ideas. Last year he called the idea of […]
Read more »Emerg(ing / ed) Markets?
January 16th, 2008
While past performance can never be considered as a strong indicator of future returns (in investment term), Time’s Curious Capitalist offered an interesting look back at the world’s ten best-performing stock indices (in dollar terms) since the beginning of the decade: Ukraine PFTS Index Russia RTS Index Peru Lima General Index Slovak Share Index Kuwait […]
Read more »BCG’s Global Challengers
January 10th, 2008
Boston Consulting Group (BCG) recently came out with their annual list of Global Challengers, i.e. 100 large and particularly successful companies that are based in rapidly developing economies and going global fast. I always find this interesting reading; companies from 14 nations are highlighted (including Argentina, Chile, Egypt, Hungary, Indonesia, Malaysia, Mexico, Poland, Thailand, Turkey […]
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.