The Global Banking Leaders of the Future
October 24th, 2012
Via HBR Online, a look at some of the emerging market banks that may replace outbound international institutions, such as Russia’s Sberbank and Brazil’s BTG Pactual which has been clear about its intent to become the largest investment bank in emerging markets by the end of the decade: The global banking industry faces two opposing […]
Read more »Investing Opportunities: Frontier Markets
October 23rd, 2012
Courtesy of The Financial Times, an interesting article on investing opportunities in frontier markets: When asked about investing in frontier markets, pension funds say they like the idea but they need to move with caution. Ramon Tol, an equity fund manager at Blue Sky Group, which manages €16bn on behalf of Dutch pension funds, explains […]
Read more »The 31 Fastest Growing Cities On The Planet
October 19th, 2012
Via the Business Insider, a list of the fastest growing cities on earth: More people in history live in cities than ever before in our planets history. Urbanization rates have increased dramatically in the last decade, according to a new report by the U.N. Settlements Program, UN-Habitat. But the way people are urbanizing are changing. People […]
Read more »Government, Geography, And Growth: The True Drivers Of Economic Development
October 18th, 2012
Via Foreign Affairs, an interesting article by Jeffrey Sachs on the true drivers of economic development: According to the economist Daron Acemoglu and the political scientist James Robinson, economic development hinges on a single factor: a country’s political institutions. More specifically, as they explain in their new book, Why Nations Fail, it depends on the […]
Read more »Evolution Of Latin America’s Economies
October 16th, 2012
Via The Council on Foreign Relations, an interesting look at the growth of Latin America’s economies: I’ve been looking recently at the structural changes in many of Latin America’s economies (through the evolution of their exports). The different trajectories are quite striking, as you can see in the graphs below. Out of Latin America’s biggest […]
Read more »Emerging Markets Consumers: A Look Ahead To 2050
October 16th, 2012
Via The Financial Times, a look at emerging market consumers in 2050: The Philippines and Peru aren’t always the first names to crop up when it comes to analysing the brightest prospects in emerging markets. But they are two of the surprise performers in our study of the Consumer in 2050, which looks at how […]
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.