‘There’s No Such Thing as a Failed State’
July 2nd, 2013
Courtesy of Foreign Policy, a look at one investor’s take on failed states: Mark Mobius is the kind of guru to whom other gurus turn for advice. With his signature white suits and gleaming, clean-shaven pate, he very much looks the part too. Executive chairman of Templeton Emerging Markets Group, managing some $45 billion and […]
Read more »Russia: Victorious In Battle Of Pipeline Politics, But Now What?
July 2nd, 2013
Via Quartz, an interesting article on Russia’s pipeline politics victory: Russia has won a big round in an almost two-decade battle with the West over the flow of natural gas from the Caspian Sea. But the June 28 victory is a mixed one for Moscow, for it helps undermine the rationale for another Russian project—one […]
Read more »Djibouti: Africa’s Next Trade Hub
July 2nd, 2013
Via WikiStrat, a look at Djibouti’s economic potential: Djibouti has served as the main port that connects Ethiopia’s economy with that of the rest of the world since the Ethiopia/Eritrea war eliminated Eritrea as a port for Ethiopian goods. At the start of the 21st century, the vast majority of Ethiopian exports traveling through Djibouti […]
Read more »BRICS To BROOMS
June 25th, 2013
Via Quartz, an interesting article on frontier markets: Despite being incredibly young, South Sudan’s position in a planned oil pipeline makes it a promising investment. As Jim O’Neill steps down as head of Goldman Sachs Asset Management, the world may be looking for a new acronym to succeed his infamous coinage of BRICS, which stands […]
Read more »Beware Africa’s “Middle Class”
June 22nd, 2013
Courtesy of The Harvard Business Review, an interesting commentary on Africa’s middle class: If you have considered investing in Africa, you have no doubt been influenced by frequent recent reports on the continent’s apparently large, burgeoning middle class. These rising Africans are said to be increasingly armed with the hard currency, and the taste, to […]
Read more »Opportunities And Challenges In Central Asia
May 20th, 2013
Courtesy of Emerging Markets Insights, an interesting look at Central Asia: Turkmenistan: A closed, state-controlled economy undermines potential opportunities for investment in the market. Oil and gas production, plus investment in infrastructure and construction are the main growth drivers. This is very visible in Ashgabat, the capital, a city re-built in white marble to dominate […]
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.