Africa’s Consumer Revolution
November 6th, 2012
Via Project Syndicate, an interesting look at African consumers: Nowadays, Africa’s economic potential – and the business opportunities that go with it – is widely acknowledged. Poverty and unemployment are still more widespread than in other emerging markets, but accelerating growth since 2000 has made Africa the world’s second-fastest-growing region (after emerging Asia and equal […]
Read more »Future Is At The Frontier
November 1st, 2012
Via What Investment, a view on frontier markets from BlackRock: Sam Vecht, director and portfolio manager at investment firm BlackRock, has hotly tipped frontier markets to outperform emerging markets. According to Vecht, while emerging markets are still interesting, they are no longer delivering the returns seen in recent years, as reflected in the MSCI China […]
Read more »The African Cities That Will “Matter”
October 31st, 2012
Via The Financial Times, an interesting list of the emerging African cities that will make a difference in the years ahead: As beyondbrics has reported before, the expansion of emerging market cities is a big deal. Urban dwellers tend to be richer than their rural counterparts, they spend more, and they are easier for companies […]
Read more »The New Scramble For Africa: Private Equity
October 31st, 2012
Via The Independent, an interesting article on the increasing number of private equity companies seeking to invest in Africa: With Table Mountain looming spectacularly in the background, rows upon rows of grapes that will end up in kitchens in more than 50 countries are ripening. The De Riviere Farm is expected to export around 450,000 […]
Read more »Somaliland: Oil First, Recognition Later
October 31st, 2012
Via The Financial Times, a report on oil exploration in Somaliland: It’s not a country recognised by anyone other than its own government, but that doesn’t seem to phase three oil companies scaling up exploration in Somaliland. UK-listed Genel Energy and Ophir Energy, and Australia-listed Jacka Resources, are starting to explore for oil in earnest […]
Read more »From Mass to Mainstream: Keeping Pace With China’s Rapidly Changing Consumers
October 24th, 2012
McKinsey has published a very interesting study on the Chinese market and segmentation: 2012 Annual Chinese Consumer Report From Mass to Mainstream: Keeping Pace With China’s Rapidly Changing Consumers. Here is the summary: As living standards in China continue to advance, its vast consumer market is undergoing fundamental change. Most significant is the increasing manifestation […]
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.