Emerging Markets will Dominate List of World’s 10 Largest Economies by 2050
August 6th, 2017
Via Frontera, a graphical look at how emerging markets will dominate the world’s largest economies by 2050: This rally in emerging markets stocks and bonds has given rise to worries that the rally may be over and markets may go downhill from here. But if we look beyond the cyclicality of financial markets, emerging markets […]
Read more »The ‘23 Fund’: A New Model For Growth Capital In World’s Poorest Countries
June 19th, 2017
Via ImpactAlpha, an interesting look at how impact-driven growth capital can be aggregated and invested in frontier markets: One of the biggest current challenges for the impact investing community is the aggregation and deployment of growth capital equity in the world’s poorest countries. Few would argue with the proposition that for the world’s poorest countries to […]
Read more »Investors Hunt For Hidden Frontier Market Gems
June 19th, 2017
Courtesy of The Financial Times, an article on how frontier market risk is improving as financial infrastructure matures and a middle class emerges: As the world’s biggest asset manager, BlackRock has the resources to send its employees to all corners of the globe. But while the majority of that business travel involves unremarkable visits to […]
Read more »The Ten Fastest Growing Economies Are All Emerging Markets
June 2nd, 2017
Via ValueWalk, commentary on frontier market “myths”: Although frontier markets are a small subset of the emerging market universe, we think they represent an important constituency that offer some compelling potential opportunities. Here, I’ve invited my colleague Carlos Hardenberg, senior vice president and director of frontier markets strategies at Templeton Emerging Markets Group, to outline […]
Read more »Mozambique: Strategic Market Potential?
March 21st, 2017
Via Cipher Brief, a look at Mozambique’s potential: Focusing on threats and short-term planning often leads to missed opportunities by governments. Insight is expected to be provided for immediate decision needs, while foresight becomes sidelined by more pressing current affairs. American positioning sometimes drifts away from building the conditions to project stable and enduring power, […]
Read more »Papua New Guinea: Not Just Lighting Up China, Japan, and Taiwan Anymore
March 10th, 2017
Via Frontera News, a look at Papua New Guinea: Papua New Guinea’s mountain ranges and forest-covered hills have attracted the world’s biggest mineral and resource extraction players to tap its landscape. The minerals and energy extraction sector accounts for a good portion of export earnings of the country. 9 years ago, Exxon Mobil (XOM) built a […]
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.