Emerging Markets 2014 Outlook: Shaping The Next Decade
January 15th, 2014
Via his blog, Mark Mobius’ views on many emerging economies for 2014 and beyond: As we embark upon a new year, the Templeton Emerging Markets Group believes 2014 could be an important year for many emerging markets, possibly establishing trends that could play out through much of the remainder of the decade. In particular, Chinese […]
Read more »A River Runs Through It …The Mekong Region
January 13th, 2014
Via Foreign Policy, a detailed look at the Mekong River region: Trade flows: borders converging on the Mekong River Mainland Southeast Asia — long fought over and controlled by outside powers, from the colonial era through the Cold War — is finally fending for itself, and then some. Cambodia, Laos, and Vietnam, which were once […]
Read more »Kenya Launches New Railway To Reach South Sudan And Burundi
November 29th, 2013
Via the BBC, a report on a major infrastructure project that could redefine commerce in East and Central Africa: Kenya has formally launched a new, Chinese-financed railway which should extend across East Africa to reach South Sudan, DR Congo and Burundi. The first section will link the Kenyan port of Mombasa to the capital, Nairobi, […]
Read more »Forget Emerging Markets: Welcome Frontier Markets
November 21st, 2013
Via The International Business Times, an interesting look at frontier markets: After emerging markets saw currency volatility and cash outflows amid Federal Reserve tapering talk this summer, attention has shifted to so-called frontier markets, where savvy investors may make better returns. U.S. hedge fund manager Kyle Bass, of Hayman Capital Management L.P., for instance, sees […]
Read more »BRICS vs. MINTS
November 14th, 2013
Via Bloomberg, an interesting article on MINTs by Jim O’Neill: I spent last week in Indonesia, working on a series for BBC Radio about four of the world’s most populous non-BRIC emerging economies. The BRIC countries — Brazil, Russia, India and China — are already closely watched. The group I’m studying for this project — […]
Read more »The Future of BRIC & MIST Economies
November 14th, 2013
Via AlphaNow, an interesting infographic on BRIC and MIST economies:
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.