The Submergence of Emerging Markets
March 15th, 2024
Via Diplomatic Courier, commentary on how many emerging market economies are slowing more quickly than advanced economies and are losing the attention of investors—largely due to bad domestic policies: It was an off–the–record, online conversation about the state of the world. Nobel laureates, former government officials, and hedge–fund managers held forth on geoeconomics, warfare, artificial […]
Read more »En-Noodlement of World: How A Global Favorite Became An Economic Red Flag
March 14th, 2024
Courtesy of The Financial Times, a report on what instant noodles – cheap and calorie-filled – tell us about the state of the world, and the role they play not just in the food system but social infrastructure as well: If the entire (cooked) length of instant noodles sold around the world in a single […]
Read more »Visa and Mastercard: ‘Pouring Money’ Into Africa
March 13th, 2024
Via Rest of World, a look at how – from a startup accelerator to funding startups and even investing in telecom companies – Visa and Mastercard are steadily increasing their presence on the continent: In 2023, Visa launched its Africa Fintech Accelerator program, just six months after the Mastercard Foundation announced a fund to invest […]
Read more »How Dune Helps Us Understand The Real-Life Middle East
March 9th, 2024
Courtesy of Noahpinion, an interesting commentary on how Dune helps us understand real-life Middle East and the challenging political economy faced by resource-exporting countries in which more poorly resource-endowed East Asian nations may start out poorer but grow much faster: I recently saw Dune 2, and it’s really good, despite a bit of a rushed […]
Read more »Agri-Food Giants Weather The Storm In Africa
March 4th, 2024
Courtesy of The Africa Report, a look at MNC food companies inflation-related challenges in Africa: Multinational food companies, whose products are widely consumed on the continent, are facing inflation-related headwinds. They may be corporate heavyweights, but times are tough for them too, including their activity on the continent. On 22 February, as its annual results […]
Read more »Made In Africa: 5 Ways To Accelerate Industrialization
March 3rd, 2024
Via The Africa Report, commentary on how strategy, business climate, infrastructure, financing and training are the main thrusts of a battle plan designed to turn long-held ambition of industrializing Africa into reality: When it comes to industry in Africa, the figures are depressing. For more than 30 years, the share of manufacturing value added in […]
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.