Emerging Markets Are the Next Comeback Nations
May 4th, 2022
Via Foreign Affairs, commentary on the potential for emerging markets in the near term: Early in the COVID-19 pandemic, I argued in an article for Foreign Affairs that in the 2010s, the United States had defied predictions of its imminent decline and instead risen to new heights as an economic superpower. This revival, I warned, was in its very mature […]
Read more »Middle Corridor: Potential Alternative to Russian Railways?
April 25th, 2022
Via Jamestown Foundation, an article on the Middle Corridor as a potential alternative to Russian transit: The Russo-Ukrainian war has cast doubt on the sustainability of the Chinese Belt and Road Initiative’s (BRI) “Northern Corridor” because of mounting Western sanctions on this overland route’s key links—Russia and Belarus (see EDM, April 8, 18). The growing vulnerability of […]
Read more »Record Investment in Africa Despite Coronavirus Recession
April 21st, 2022
Via African Business, a look at how the Covid-19 pandemic in Africa has prompted firms to plough investment into digital solutions for the financial sector, which represented a monumental 60% of the total deal value in 2021: Last year, private investment in Africa hit a record high of $7.4bn, representing a 118% jump from 2020, […]
Read more »Pay-As-You-Go-Solar Made Cheap Power a Debt Burden for the World’s Poorest
April 17th, 2022
Via Bloomberg, an article on the limitations of pay as you go solar: As a solar panel was raised onto the roof of their mud-brick home in a Tanzanian village in sight of Mount Kilimanjaro, Akida Saidi and his wife felt giddy at the prospect of entering a new era. In a place where most […]
Read more »Tiger Global: Earning Its Stripes In Africa
March 20th, 2022
Via TechCrunch, a report on the New York hedge fund which has invested in nine African startups across ten deals since marking its return in 2021: You can count on one hand the number of funds bigger than Tiger Global. But in terms of influence, speed and number of investments made since 2021, Tiger has led […]
Read more »Forget BRICS. Welcome TICKS or MIST?
March 15th, 2022
Via CNN, a look at some of the emerging markets growing in popularity as Russia is removed from many such indices: For many years, the world’s most popular emerging markets have been the so-called BRICS: Brazil, Russia, India, China and South Africa. But given that Russia is no longer a market that Westerners can access following the invasion […]
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.