Warehouses: Asia’s New Hot Property
February 7th, 2022
Via BBC, an article on the rising demand for warehouse space in Asia: They are not glamorous, there are no chandeliers or luxury furnishings, yet warehouses are hot property around the world. But why? In short, it is because businesses, especially retailers, are running out of space to put the many things we order online. […]
Read more »Africa’s EV Revolution Will Roll In On Two Wheels, Not Four
January 24th, 2022
Via Quartz Africa, an article on EVs in Africa: Adetayo Bamiduro didn’t set out to fight climate change in Africa’s mobility sector. His goal was to help professional drivers access and earn more from delivery and passenger gigs by owning their own vehicles. The core product of his Lagos-based startup, Metro Africa Xpress (MAX), was lease-to-own […]
Read more »Lions On The Move: Progress and Potential of African Economies
January 14th, 2022
Via McKinsey, a link to a detailed report on how Africa’s economic growth is creating substantial new business opportunities that are often overlooked by global companies, where consumer-facing industries, resources, agriculture, and infrastructure together could generate as much as $2.6 trillion in revenue annually by 2020, or $1 trillion more than today: Africa’s collective GDP, […]
Read more »Expected Returns in Emerging Markets, 2022-2028
January 14th, 2022
Via The Emerging Markets Investor, a projection of expected returns in emerging markets for 2022-2028: The past decade in emerging markets has been one of slowing GDP growth, low earnings and poor returns. By and large, today valuations have come down enough from the lofty levels of 10 years ago to make the markets attractive, particularly […]
Read more »Private-Sector Investments Aimed To Address Migration From Central America
December 15th, 2021
Courtesy of The Washington Post, an article on recently announced U.S. investments aimed at stemming rise of migration from Central America: Vice President Harris on Monday announced new investment commitments from an array of private companies to help address the root causes of migration from Central America, aiding her efforts on a daunting task on […]
Read more »Private Investment In African Sports
December 15th, 2021
Via The Africa Report, an article on private investment in African sports: Africa was ignored by professional basketball, despite producing talent. But as the NBA wakes up to the market potential of the billion-strong continent, things are changing. An investment by Barack Obama and Nigerian investors brought the inaugural season of BAL to the continent. […]
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.