Investing In Syria’s Future
February 6th, 2017
Courtesy of STRATFOR (subscription required), a look at Syria’s economic future: Forecast The crippled state of Syria’s economy risks weakening the remaining loyalist support for the government in Damascus. The international involvement in the country’s civil war will leave Damascus with few partners that it can trust to help with its reconstruction efforts. Iran’s investments in […]
Read more »African Economies To Watch In 2017
January 24th, 2017
Via Quartz, a look at some African economies who may outperform in 2017: With the consequences of Brexit and an increasingly inward-looking United States still unfolding, 2017 is likely to be an economically tumultuous year. Some African countries, however, could see sustainable growth beyond the usual narrative of Africa alternatively “rising” and “reeling.” “The countries that will be successful in 2017—whatever […]
Read more »Venezuela, Argentina & Brazil Top Economic ‘Misery’ List
January 17th, 2017
Via Zero Hedge, a report on a list of most miserable economies in the world: In what follows, I update my annual Misery Index calculations. A Misery Index was first constructed by economist Art Okun as a way to provide President Lyndon Johnson with a snapshot of the economy. The original Misery Index was just a […]
Read more »Emerging Markets In 2017
January 4th, 2017
Via Threadneedle Investments, commentary on emerging markets in 2017: After combing through a year’s worth of charts on emerging markets, we think these are the top three you should pay attention to. You know the old saying, “A picture is worth a thousand words.” Well that saying certainly holds true for understanding investment opportunities. So […]
Read more »The New Silk Road Is Not Chinese, It’s International
December 7th, 2016
Via Forbes, an interesting report on the countries involved in building the new Silk Road: When the Soviet Union fell the political and economic landscape of central Eurasia shattered into a melee of disconnected, dysfunctional shards as 14 new countries suddenly emerged in tandem with a pronounced political and economic vacuum. Whereas the Soviets, to varying […]
Read more »Eurasia: The World’s Largest Market Emerges
December 7th, 2016
Courtesy of Forbes, an interesting look at slow integration of Eurasia into one massive market: It is happening subtly but its impact could potentially alter the geopolitical and economic balance of the world. Eurasia, as a contiguous continent stretching from the west of Europe to the eastern coast of China, is slowly being drawn together […]
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.