Smaller African Markets Gaining Attention
May 10th, 2018
Via Frontier Strategy Group, a report on Zimbabwe and Mozambique: As economic growth across global markets improves, a lot of executives at Western multinationals (MNCs) are facing pressure to achieve both profitability and growth. Sub-Saharan Africa has long been perceived as the engine to deliver growth in the short-term and as a region that holds […]
Read more »Africa: Turning Investors’ Heads
April 8th, 2018
Via the World Economic Forum, a look at why Africa is turning the heads of investors: Since 2000, at least half of the world’s fastest-growing economies have been in Africa. And by 2030, Africa will be home to 1.7 billion people, whose combined consumer and business spending will total $6.7 trillion. Seven years ago, the […]
Read more »Central Asia: Refocusing Economic Links Towards China Instead of Russia
April 8th, 2018
Courtesy of STRATFOR (subscription required), a look at how Central Asia has restructured its economic links over the past decade, as China has outpaced Russia in the region on trade, investment and infrastructure development: Central Asia has undergone a significant economic transformation in recent years as trade and investment in the region have shifted away from […]
Read more »Capturing Africa’s High Returns
March 17th, 2018
Via Project Syndicate, a look at how Africa’s expanding population and strong economic growth across globally competitive sectors could translate into especially high returns for investors: Since 2000, at least half of the world’s fastest-growing economies have been in Africa. And by 2030, Africa will be home to 1.7 billion people, whose combined consumer and business […]
Read more »The Frontier Within: Frontier Segments Inside Developed Markets
February 5th, 2018
Via Investment Frontier, an interesting look at frontier “niches” that exist in developed markets: Investing in Frontier Markets requires many skills but it is invariably underpinned by an adventurous spirit that is optimistic in nature. The optimism stems from this idea that all humans are generally looking for the same things in life, and there […]
Read more »Ghana Takes The Lead
February 5th, 2018
Via Bloomberg, a report on Ghana, whose economy is forecast to expand the fastest on the continent in 2018: Africa’s likely star economic performer this year isn’t in much doubt, according to all three of the international lenders focusing on the continent. Ghana’s post-election upswing now is looking so strong that the country is poised to […]
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.