Frontier Markets: The New Emerging Markets?
June 13th, 2012
Via Investment Europe, an interesting article on how frontier markets rather than emerging markets may be the most dynamic and fastest growing economies in the years ahead. As the report notes: Investors should look to frontier markets rather than emerging markets to access the most dynamic and fastest growing economies and secular growth drivers, says […]
Read more »Africa: A Frontier for Private Equity, but a Pitfall as Well
June 7th, 2012
Courtesy of Knowledge at Wharton, a report on Africa’s frontier markets: For Azeem Zainulbhai, finding opportunities in Africa’s frontier markets means thinking outside the box — or, in the case of one recent transaction in Angola, living inside a box. OK, not really a box, but a shipping container — technically, a bunch of shipping […]
Read more »Emerging Gabon
June 7th, 2012
Via Knowledge at Wharton, a look at the opportunity for investors in Gabon, and in Africa as a whole: Knowledge@Wharton: I’d like to start by chatting a little bit about the banking situation in Gabon. I’ve heard that in Africa, only 20% of the families have bank accounts. What’s the situation in Gabon? Liban Soleman: […]
Read more »Bye-Bye OPEC?
June 6th, 2012
Courtesy of The Financial Times, a look at 10 new energy powers that some feel will replace OPEC: “Major new global oil and gas discoveries have energy experts describing a new golden age of petroleum. But enthusiasm for this projected future of bountiful oil has contributed to a marginalization of environmental concerns. Here are ten […]
Read more »The Stampede Into Myanmar
June 6th, 2012
Via the Emerging Frontiers blog, a look at Myanmar WITH the United States and the European Union suspending sanctions against Myanmar, Western companies are rushing to invest in a country they were forced to leave half a century ago. Myanmar is South-east Asia’s final frontier. There is almost a stampede to be the first into […]
Read more »Cambodia
June 4th, 2012
Via Leopard Capital, a detailed interview on Cambodia’s investment potential: Over the past 25 years that I’ve been investing in Asia, I‘ve seen numerous countries transform from avoided frontiers into popular emerging markets. I set up Leopard Capital in 2007 to invest in the next wave of pre-emerging markets. We selected our first target, Cambodia […]
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.