Zambia: High Potential, But Nation At A Crossroads
February 11th, 2015
Via Frontier Strategy Group, a detailed look at Zambia: As I sit in Lusaka, Zambia’s Minister of Finance Alexander Chikwanda is touring the Copperbelt, home to the country’s large mining sector. Chikwanda is seeking talks with the country’s mining giants to renegotiate a controversial tax hike. The mining sector is Zambia’s economic engine and is […]
Read more »Central Asian Frontier Markets
February 11th, 2015
Via Capitalist Exploits, an interesting interview with Clemente Cappello of Sturgeon Capital, who has been making Central Asia his core area of focus for the past 5 years: Chris: Clemente, can you illustrate the macroeconomic case for investing in central Asian countries? Clemente: We often say that we’re not trying to be the smartest, most sophisticated guys in […]
Read more »Five African Investment Hotspots For 2015
February 8th, 2015
One African investor’s views on the top 5 African investment markets for 2015: 1. Tanzania The large East African nation has strong and consistent economic growth, 7% last year, and will undoubtedly be a rising force in the region in years to come. Dar es Salaam is rapidly becoming a hub city for businesses, with […]
Read more »The New World Of Business
February 4th, 2015
Via Fortutne, some commentary by Ian Bremmer on emerging markets: China’s slowing. Russia’s flailing. Is any emerging market worth putting your money in? We’ve found seven of them. There was a time, not so long ago, when it seemed the rugged promise of the globe’s economic frontier could be summed up with a simple acronym: […]
Read more »Africa’s Electrifying Future
January 18th, 2015
Via Mark Mobius’ blog, an interesting look at Africa: Emerging and frontier markets are a focal point of this year’s World Economic Forum in Davos, Switzerland, which takes place during the week of January 19. One of the sessions, “Achieving Africa’s Growth Agenda,” is of particular interest to me. Our team still believes Africa overall […]
Read more »KFC In A War Zone
January 15th, 2015
Via Ozy, an interesting look at companies that operate in conflict-ridden markets: South Sudan is not exactly renowned for its business-friendly climate. Neither are Afghanistan or, for that matter, Iraq. But Hugh Morris, a former British army officer, sees plenty of ventures diving in, for better and for worse. From oil and gas corporations 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.