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 »The Next, And Overlooked, VC Opportunity: The Middle East
April 20th, 2013
Via the Harvard Business Review, an interesting look at venture capital in the Middle East: Venture capital is ignoring the Middle East for all the wrong reasons. Ultimately, playing it safe will cause them to yield new opportunities. I’ve interviewed over 150 impressive, young entrepreneurs and engineers throughout the Arab world. Many have visited the […]
Read more »South Sudan
April 15th, 2013
Via Outside Magazine, an interesting profile of the new country of South Sudan, a nation blessed with oil, water, and a safari bonanza but without roads, laws, or infrastructure: A Cattleman from the Mundari tribe rubs hash on his face to protect himself from insects in a cattle camp on the road thirty-eight kilometers […]
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.