Trouble With Emerged Markets?
April 5th, 2021
Courtesy of The Financial Times, interesting commentary on emerging markets which may not be as fast a growth story as people think: In 2016 I joined a group of professional investors who travelled to Bangladesh to study emerging markets. On leaving the exchange in Dhaka we had to squeeze past some people tending to a dead […]
Read more »Emerging Markets and Commercial Geographies
March 26th, 2021
Via Emerging World, an interesting look at the origin of the term ’emerging markets’ and other commercial geographies: What’s in a name? Trillions of dollars, possibly. That’s not quite the spirit of Shakespeare’s Juliet when she famously asked that question in a moment of lament, concluding “that which we call a rose by any other […]
Read more »Connecting The Unconnected In Africa: Liquid Telecom
March 8th, 2021
Via Quartz, commentary on Africa’s digital infrastructure: Liquid Telecom’s recent $620 million bond sale—one of the largest by an African telecoms company—should provide a big boost to the continent’s digital infrastructure, which has been a major barrier to more widespread internet access. One of Africa’s biggest internet and cloud computing companies, Liquid Telecom hopes to […]
Read more »Cabling Africa: The Great Data Race To Serve The ‘last billion’
January 31st, 2021
Courtesy of The Financial Times, an interesting article on efforts to upgrade the continent’s digital infrastructure: Johannesburg was built on a gold rush. But in the Isando Campus business park on the outskirts of South Africa’s financial centre, a much more precious substance is being piled up at an even more frenetic pace. This is the […]
Read more »Top Ten Emerging Markets Brands
January 25th, 2021
Via Emerging World, an interesting report on the top emerging market brands: Every year, global consultancy Brand Finance launches its Global Top 500 Brands index. It’s a highly anticipated list that captures global headlines and spawns the occasional “top ten list” (guilty as charged, see below). They just put out their latest 2020 report at the virtual […]
Read more »Thriving Tech Scene Allows Uruguay To Shine In 2020
December 26th, 2020
Courtesy of The Financial Times, a report on Uruguay: Sandwiched between the giant economies of Brazil and Argentina, Uruguay has traditionally been at a disadvantage when it came to attracting foreign investment into its promising tech sector. But with the recent emergence of the country’s first unicorn and another company developing a sophisticated coronavirus app […]
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.