Africa’s Shaky Resurgence
July 1st, 2012
Via STRATFOR (subscription required), an interesting look at Africa, a region that many have been optimistically positioning as a strong market in the near term: Emotion clouds analysis about Africa. Because so many in the West want to erase the stains of racism and slavery, there is a tendency to announce optimism about Africa even […]
Read more »Failed States Index: A Failed Index Or Guide To Frontier Markets?
June 29th, 2012
Via Foreign Policy and Fund for Peace, a look at the 2012 Failed States Index. Here are the top 10: 1. Somalia As the situation in Somalia continued to deteriorate in 2011, the country remains at the top of the Failed States Index for the fifth year in succession. Ten out of twelve of […]
Read more »MercadoLibre: Leading In Latin America
June 29th, 2012
Via The Financial Times, a report on MercadoLibre, South America’s dominant ecommerce platform: Stelleo Tolda, chief operating officer of MercadoLibre, says he really didn’t think the company he helped launch in 1999 would grow to become Latin America’s largest online trading platform. Thirteen years later, with 1,600 employees and almost 70m registered users, MercadoLibre – […]
Read more »The Lure Of Frontier Markets
June 29th, 2012
Via TodayOnline, an article on the growing appeal of frontier markets: With Europe sinking and the US economic recovery faltering, investors who want something more than 0.1-per-cent interest on savings accounts have understandably been looking for alternatives to developed markets. Over the past couple of years, some of them have invested in emerging markets instead. […]
Read more »Latin America Growth Forecasts
June 18th, 2012
Via Emerging Markets Insight, a look at Latin America: Multinationals are taking note of the strength of the Andean economies of Colombia and Peru, but the increasingly negative outlook in Argentina and Brazil is weighing down growth in the region. Stagnating industrial output and diminishing consumer demand in Brazil led economists to trim economic growth […]
Read more »Venezuela: Oil King?
June 17th, 2012
Via Foreign Policy’s Oil & Glory blog, an interesting comment on Venezuela’s position in OPEC: Is Saudi Arabia’s mere possession of much oil the central reason it is the most pivotal energy player on the planet? Observed through the prism of Venezuela, the answer is no. BP’s 2012 Statistical Review of World Energy, the bible […]
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.