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 »Do The BRICs Need Replastering?
June 4th, 2012
Via Goldman Sachs, some commentary by Jim O’Neil on BRICs: In late 2008 and early 2009, there were two reasons why some of us found it relatively easy to go against the prevailing view that a worrying global depression was around the corner. In fact, the inevitability of an aggressive fiscal stimulus in many countries, […]
Read more »China’s North Eastern Provinces
June 4th, 2012
Via Emerging Markets Insights, a look at China’s northeast: Business sentiment in China is weakening due to continued political drama, falling industrial production, and declining growth expectations from export-dependent provinces such as Guangdong and Zhejiang. Nevertheless, northeastern markets such as Tianjin and Liaoning continue to see significant investment from multinationals, suggesting that growth prospects for […]
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.