Ascendant East Africa
July 23rd, 2014
Via STRATFOR (subscription required), an interesting look at East Africa: The Greater Indian Ocean is the maritime organizing principle of geopolitics, uniting the entire arc of Islam (including the Red Sea and the Persian Gulf), East Africa, the Indian subcontinent and Southeast Asia. But while economic dynamism has focused more on the Indian subcontinent and […]
Read more »The Rise Of Emerging Market Television
July 5th, 2014
A very interesting new PwC report on TV subscription and license fees that shows the rise of emerging markets is taking place in TV, too, with China set to pass the U.K. in 2014 and Germany in 2016 to become the second most valuable TV market behind the USA. It notes that all BRIC countries […]
Read more »Africa: “The Big Prize” For Abraaj Private Equity Group
June 9th, 2014
Courtesy of the Financial Times, an interesting article on one private equity group’s views on Africa: After a deal-making spree in Africa in 2013 that included investments in Ghana, Cote d’Ivoire and Kenya, private equity group Abraaj is on track for an equally active 2014. Abraaj, which has $7.5bn in assets under management and is […]
Read more »Russia, China Agree To Natural Gas Deal
May 21st, 2014
Courtesy of STRATFOR (subscription required), a detailed analysis of Russia and China’s natural gas agreement: Russia and China struck a long-awaited deal on natural gas May 21, according to Alexei Miller, the CEO of Russian natural gas giant Gazprom. According to the provisions of the deal, which is worth $400 billion, Russia will supply 38 […]
Read more »The New Silk Road
May 10th, 2014
Via Quartz, an interesting look at the impact the iron Silk Road could have upon Asian/European commerce: The electronic gizmos churned out by China’s factories have long been delivered to western consumers by giant seagoing vessels filled with shipping containers or, in the case of particularly high-value products, by air. But new rail networks that stretch […]
Read more »After BRIC Comes MINT
May 5th, 2014
Via Bric and China, a look at the MINTs: In 2001, Jim O’Neill (then Head of Economic Research at Goldman Sachs) coined the acronym “BRIC” to place the spotlight on four countries (Brazil, Russia, India, China) which he believed were poised for amazing growth in the decades ahead and would one day take their place […]
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.