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 »The New Global Energy Map
January 9th, 2013
Via Foreign Affairs, a look at how global changes are impacting the world energy order: The energy map of the world is being redrawn — and the global geopolitical order is adrift in consequence. We are moving away from a world dominated by a few energy mega-suppliers, such as Russia, Saudi Arabia, and Venezuela, and […]
Read more »Africa Is Rising: Inside The Continent’s Great Economic Leap
January 9th, 2013
Via Daily Beast, an upbeat report on Africa’s economic potential: In corporate boardrooms and global-investment seminars, more CEOs and business leaders are talking about Africa. That much was evident at a recent New York Stock Exchange investor conference, where along with references to Africa as the “new Asia” or “home of the next Google” there […]
Read more »Emerging Markets In 2013
January 9th, 2013
Via Foreign Policy, an interesting look at emerging markets in 2013: Since the onset of the financial crisis in 2008, investors and companies have focused mainly on risks in developed world markets. But as conditions in the U.S. and Europe continue to improve in 2013, the most worrisome risks will again come from emerging market […]
Read more »The Next Emerging Markets?
January 6th, 2013
Via Index Universe, a report on the next emerging markets: As emerging markets have grown in popularity and significance over the last two decades, many of the benefits of investing in these once-idiosyncratic markets have diminished, to some extent. The correlation of emerging markets with developed markets has steadily risen, eroding diversification benefits. If anything, […]
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.