U.S., Too, Wants to Bolster Investment in a Continent’s Economic Promise
August 9th, 2012
Courtesy of The New York Times, a report on increased US interest in African investment: When Secretary of State Hillary Rodham Clintonlanded in South Africa this week, she brought along a hefty delegation of executives from some of America’s leading companies — Boeing, Walmart, FedEx, G.E. — and a message: America is ready to invest […]
Read more »Who Are Tomorrow’s Consumers?
August 9th, 2012
Via Project Syndicate, a look at the future of consumer markets: Luxury-brand companies’ stock prices plunged in July, after their financial results disappointed investors, owing largely to slower sales in emerging markets, especially in China. Meanwhile, news reports indicate that high-end shopping malls in India and China are increasingly empty. What is going on? Many […]
Read more »China’s Central Asia Balancing Act: Sino-Turkmen Energy Cooperation
August 8th, 2012
Via The Diplomat, some commentary on how recent Sino-Turkmen energy cooperation gives Beijing greater maneuverability in navigating the treacherous geopolitics of the region: Recently, Beijing played host to senior officials from Turkmenistan to discuss ways to enhance their energy cooperation. The Turkmen-Chinese Cooperation Committee (TCCC) – and its more significant subcommittee on energy – forms […]
Read more »Africa’s Retail Promise
August 8th, 2012
Via The Financial Times, a look at Africa’s retail opportunity: When Taiwo Animashaun, who works at Tastee Fried Chicken in Lagos, needed a new hotplate, she decided to try the plush Ikeja City Mall, which opened in December, instead of her local market. Within minutes of entering Shoprite, the South African supermarket that anchors the […]
Read more »Emerging Markets Vs. Frontier Markets
August 8th, 2012
Courtesy of NASDAQ, a comparison of frontier markets against emerging markets: It is a good exercise to compare and contrast the primary categories of emerging market investing: emerging markets and the sub-category, or maybe more appropriately described sibling: frontier markets. Prior to the emergence of the term emerging markets, In the 1970’s these countries were referred […]
Read more »Going Beyond The BRICS To Invest In MIST
August 8th, 2012
Via NASDAQ, an article on the MIST investment opportunity: Jim O’Neill of Goldman Sachs is well known as the man who coined the acronym BRIC. He has now created another acronym gaining traction thanks to a fund he launched last year: MIST, which stands for Mexico, Indonesia, South Korea and Turkey. The MIST countries are […]
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.