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 »In Frontier Markets, Invest For The Long (And Longer) Term
May 3rd, 2013
Via HBR, an interesting commentary on frontier markets: Earlier this year, I received some lessons on what wins in frontier markets from former Coca Cola CEO Neville Isdell. “Young markets need a long investment horizon,” Neville told me. “U.S. companies, in general, don’t have the long-term view that they need. If a U.S. CEO says […]
Read more »Meteoric Mongolia
April 24th, 2013
Courtesy of Foreign Affairs, a look at Mongolia’s mining industry and overall economy: Mongolia is mining’s last frontier. The country is one of a small handful of places left in the world with major untouched mineral deposits. Its best — and perhaps its only — hope for broad-based economic development lies in recruiting foreign miners […]
Read more »Africa’s Economic Boom
April 24th, 2013
Via Foreign Affairs (subscription required), a very interesting analysis of Africa’s economic growth and trajectory: Talk to experts, academics, or businesspeople about the economies of sub-Saharan Africa and you are likely to hear one of two narratives. The first is optimistic: Africa’s moment is just around the corner, or has already arrived. Reasons for hope […]
Read more »Connectivity In Asia: Reviving The Old Silk Road?
April 24th, 2013
Via The Eurasia Review, an interesting article on the potential revival of the Silk Road: Silk Road extending from Europe through Egypt, Somalia, the Arabian Peninsula, Iran, Afghanistan, Central Asia, Pakistan, India, Bangladesh, Java-Indonesia, and Vietnam until it reaches China. The land routes are red, and the water routes are blue. THE SILK Road refers […]
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.