Private Equity: The Last Frontier
December 8th, 2012
Courtesy of The Financial Times, an interesting article on private equity’s interest in emerging markets: A year ago, who would have thought Myanmar would be in the spotlight on the private equity stage? It turns out that those PE funds with an eye on geopolitics, are also seeing potential in the Middle East and north […]
Read more »Laos: Land Of A Million Opportunities
December 8th, 2012
Via the New Straits Times, a report on Laos: I have heard anecdotes of how the court system in Lao PDR (better known as Laos) can descend into a bidding war where parties to a lawsuit ‘pay to win’ the case. Whoever who pays more will be favoured to come out smiling from the court […]
Read more »Forget the BRICs. Invest In The TIPTPSNC
December 6th, 2012
Via Quartz, an interesting look at the next “wave” of emerging markets: A new phase of emerging market investing, “The Third Coming,” is now truly upon us. The first was a dizzying period of discovery from the late 1980s to the early 1990s and the second came in the great boom of the mid-2000s when […]
Read more »Most Promising Growth Markets For Next 20 Years
December 5th, 2012
Courtesy of Maplecroft, a report on 30 growth markets with the most promising prospects over the next two decades: Maplecroft’s new Growth Markets Index (GMI), which evaluates the economic performance, stability and potential of 175 countries, has identified 30 markets that have the best growth prospects for business over the next two decades. Exceptional GDP […]
Read more »China In Afghanistan: A Tale Of Two Mines
December 4th, 2012
Courtesy of The Financial Times, a look at China’s activities in Afghanistan: Facing a heavy domestic agenda and growing foreign policy tensions in the seas to the east, it is unlikely that Afghanistan is going to be a major priority for incoming Chinese leader Xi Jinping. Unfortunately, this does not mean the problems are going […]
Read more »India’s African Safari
December 4th, 2012
Via The Diplomat, an interesting look at India’s engagement with Africa: India’s engagement with Africa has grown remarkably over the past decade. Trade with Africa jumped from U.S. $3 billion in 2000 to $52.81 billion in 2010-11 and is expected to exceed $90 billion by 2015. India has emerged as Africa’s fourth largest trade partner, […]
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.