South Sudan Signs Oil Deal With Israel
January 21st, 2013
Via Energy Daily, a report that South Sudan has signed an oil deal with Israel: South Sudan says it has signed an agreement with several Israeli oil companies, a potentially significant strategic move that will consolidate the Jewish state’s relations with the fledgling, oil-rich East African state. It will also bolster Israeli moves to counter […]
Read more »Frontier Markets And The New Global Economy
January 20th, 2013
Via Mastercard, an interesting report on frontier markets: The frontiers of civilization as traditionally characterized – like the Wild West or Arctic poles – occupy a position not unlike that of the global economy’s frontier markets today: not only do they inspire excitement and symbolize novelty, they also represent a wealth of unexplored opportunity. Frontier […]
Read more »World’s Middle Class: 5 Billion By 2030
January 15th, 2013
Via Quarz, an interesting look at the rise of the world’s middle class: Millions of newly affluent people in emerging economies are reshaping and resizing the global middle class. The world’s middle class will swell from 2 billion to almost 5 billion by 2030, with most of that growth coming from developing countries, according to […]
Read more »Investment Case For Africa
January 15th, 2013
Via How We Made It In Africa, some interesting analyst commentary on the investment case for Africa: Anthony, you’ve highlighted the investment case for Africa for several years. Why are you so excited about the opportunities there? Anthony Eaton: The average age in Africa is about 20. In Asia it’s about 30. In contrast, in […]
Read more »Ethiopia: Getting In On The Ground Floor
January 15th, 2013
Via Emerging Markets Insights, a report on Ethiopia: From Addis Ababa to Mekele, my latest trip to Ethiopia provided insights for the improving investment climate, in particular for consumer goods companies. Despite the absence of international food chains, American and European personal care and household products fill the shelves of small stores in the capital […]
Read more »Africa’s Rise Is Real
January 11th, 2013
Via Foreign Policy, a look at why Africa’s growth skeptics have got it wrong. The continent’s rise is very real: The counter-attack, when it came, failed to live up to our expectations. As the authors of a book that challenges so much of what passes for conventional wisdom about Africa in financial, academic, and NGO […]
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.