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 »Africa: The Final Emerging Market Frontier?
January 4th, 2008
Despite the current tragedy and turmoil in Kenya, much is being written of Africa as the final emerging market frontier. While we have been covering Africa for some time, 24/7 Wall Street offered an interesting look at African investing recently. The focus is primarily on ETFs, but the comments about investing in Africa seem on […]
Read more »Africa and the Middle East: FT’s Next Investing “Hot Spot”
December 30th, 2007
Today’s Financial Times points out the increased interest in North African and Middle Eastern stock markets, with several well-known funds aiming to invest up to US$1 billion in the region. While we have been following these markets for some time now, the reports anoints the markets as the “next investing hot spot.” As the article […]
Read more »Indonesia … the forgotten member of OPEC?
July 24th, 2007
Given my last post and as further reminded by an article at Stockerblog.com, we should keep Indonesia in the back of our minds. I am personally less than bullish on the specific companies mentioned in the article, but I do believe that Indonesia – as a market and opportunity – is often unfairly “penalized” or […]
Read more »BRICs & MORE-ter …. and The Curious Case of the Missing N-11
July 14th, 2007
Justin Fox offered an interesting 12 July post on the Time blog titled “Is it really BRICs, or just ICs?†in which he suggests that the use of the term BRIC may be somewhat misleading as some may interpret it to suggest that Brazil & Russia (BR) offer equally compelling arguments for global economic impact […]
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.