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 »Need For Provincial Segmentation When Focusing On ASEAN
May 18th, 2013
Courtesy of Emerging Markets Insights, an interesting report on the need for provincial-level segmentation when developing an ASEAN strategy: 1. Country-Level Analysis Not Enough: a. As the region matures and companies increase their focus on it, executives need to conduct in-depth provincial analysis in order to understand where the specific demand-side opportunities lie and where […]
Read more »Paraguay Expected To Have Largest Economic Growth In Region
May 12th, 2013
Via Eurasia Review, an interesting look at Paraguay: Earlier this week, in an interview for ‘America Economia’ JP Morgan Economist Franco Uccelli, underlined the expected economic growth of Paraguay during this year, which could be the highest growth in the region. The agricultural production sector is considered to be instrumental in the recently perceived economic […]
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.