To Invest In Frontier Markets, Private Equity Is the Only Way To Go
October 6th, 2013
Via Real Clear Markets, an interesting commentary on the role of private equity in frontier market investing: Emerging markets are cooling down, which has investors looking deeper into the frontier for attractive returns. This year alone, $3 billion in fresh capital has flowed into the frontier through various mutual funds and ETFs that provide exposure […]
Read more »BRIC Wall: Is The Golden Age Of Emerging Markets Over?
September 25th, 2013
Via Foreign Policy, a look at the BRICs: A decade-long economic growth spurt in emerging markets, averaging 6.9 percent annually between 2003 and 2012, pulled an estimated 300 million people out of poverty. During the same period, the developed world grew just 1.3 percent per year, as it was beset by financial crises and a […]
Read more »Sub-Saharan Africa: Competition Is Heating Up
September 24th, 2013
Via Emerging Markets Insights, a look at competition and opportunity in sub-Saharan Africa: Sub-Saharan Africa (SSA) is the second-fastest growing region in the world, growing at an average of 5.6% per year. Our recent Regional Overview for Sub-Saharan Africa shows that the size of the SSA economy will double in size in less than 20 […]
Read more »China Finds Resistance To Oil Deals In Africa
September 22nd, 2013
Courtesy of the New York Times, an interesting article on recent Chinese efforts to acquire oil deposits in Africa: In Niger, government officials have fought a Chinese oil giant step by step, painfully undoing parts of a contract they call ruinous. In neighboring Chad, they have been even more forceful, shutting down the Chinese and […]
Read more »China And Central Asia: Trade And The New Silk Road Economic Belt
September 22nd, 2013
Via the Carnegie Endowment, an interesting look at China’s growing influence in Central Asia: China has come to displace both the United States and Russia as the great power with the most influence in Central Asia. Chinese President Xi Jinping just ran a ten-day victory lap through the region. Rarely has a leader of a […]
Read more »China’s Developing World Edge
September 15th, 2013
Via The Diplomat, a look at efforts to engage the developing world: Since Deng Xiaoping’s administration launched its Reform and Opening Up policies in the late 1970s, China has integrated hundreds of millions of its citizens into the global economy, resulting in poverty alleviation on an unprecedented scale. This is in no small part due […]
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.