Equatorial Guinea: Squandered Riches
February 5th, 2014
Courtesy of the Financial Times, a detailed look at how the tiny oil-rich African nation of Equatorial Guinea is suffering from the resource curse: Standing nearly five storeys high, the granite headquarters of the Democratic Party of Equatorial Guinea epitomises the power of this small country’s ruling party. A pastiche of Middle East extravagance, false […]
Read more »MINT, BRICS, And The Fragile Five
February 3rd, 2014
Via the Business Insider, an article on an interesting Venn Diagram tweeted by economist Duncan Weldon: At the moment, everyone’s focused on the group in the center, the Fragile Five, since each of those have unique domestic stories threatening their growth status. The circle on the right, the BRICS, is the old grouping of hot […]
Read more »Beyond China: The Asian Play for Africa
January 30th, 2014
Via Ozy, an interesting look at India’s involvement in Africa: Roses may be red, but when Ramakrishna Karuturi sized up those thorny flowering plants back in the 1990s, he saw only green. It wasn’t until Karuturi’s farming acquisitions in Ethiopia and Kenya toward the end of last decade, however, that the Bangalore businessman turned his rose-growing […]
Read more »Insight Into The Frontier Markets Consumer
January 30th, 2014
Via Emerging Frontiers, an interesting look at the frontier markets consumer: Swiftarc Capital is an independent, privately held investment management firm that focuses on consumer companies in emerging & frontier markets. The firm was founded in 2010 and has two managing partners/portfolio managers; Sid Jawahar and Siamc Kamalie. In this interview with Emerging Frontiers, Siamc […]
Read more »Gates: By 2035, There Will Be Almost No Poor Countries Left In The World
January 22nd, 2014
Via The Gates Foundation, a very interesting commentary in his 2014 annual letter on the world’s “poor” nations: POOR COUNTRIES ARE DOOMED TO STAY POOR I’ve heard this myth stated about lots of places, but most often about Africa. A quick Web search will turn up dozens of headlines and book titles such as ‘How […]
Read more »MINT As The New BRICS: New Economic Giants or Just Clever Labelling?
January 18th, 2014
Via Foreign Policy, an interesting look at the rapid interest in MINTS: The BRIC countries, the original four mega economies of Brazil, Russia, India and China added South Africa around the time of the last World Cup to its group of developing economic giants. The original four economies and its later partner were seen by […]
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.