Forget China… Switch To Zimbabwe, Mexico Or Egypt
October 27th, 2013
Via the Financial Times, an interesting article on how growth is ‘driven by knowledge – at the level of society, not the individual’: Where does growth come from? Why do some countries “emerge” and take on “developed” status, while others flounder before reaching that stage? Some once highly unlikely candidates have emerged as powerful economies. […]
Read more »Ethiopia: One Of Africa’s Best Kept Secrets
October 24th, 2013
Via Silk Invest, a look at Ethiopia: In this edition of Silk Invest’s Frontier Market Insights we take a close look at what we believe is one of Africa’s great treasures: Ethiopia. At the bottom of this article we also feature a short BBC documentary that we helped make a couple years ago. It provides […]
Read more »A New Scramble For Africa… Via Infrastructure
October 23rd, 2013
Courtesy of STRATFOR (subscription required), an interesting analysis of how improved transport links reveal a renewed economic scramble for the African interior: There is a new scramble for Africa. Roads, railways and pipelines are being built or envisioned into the interior of central Africa from multiple directions. Africa’s geographic tragedy through the ages has been […]
Read more »Snaxis Of Evil
October 12th, 2013
Courtesy of Foreign Policy, an interesting look at snacks from some “black sheep” countries around the world: From Pepsi in Prague to Hershey bars in Hong Kong, American snack-makers enjoy a de facto oligopoly on global junk-food consumption. But what do snackers in U.S.-sanctioned countries eat when they get peckish? To find out, I embarked on […]
Read more »Looking For Value In Unconventional Places
October 10th, 2013
Courtesy of Emerging Frontiers, a look at an international value investor focused on emerging markets: Chris Mayer is an international value investor with decades of experience under his belt as a corporate banker. Seeking riches among the ruins, Chris has traveled the world in search of value, often in under-appreciated sectors. Below is an excerpt […]
Read more »Africa’s true size will blow you away
October 6th, 2013
Via io9, a very interesting graphical look at Africa:
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.