Courtesy of Barron’s, an interesting look at the Next 11: On a recent holiday in Vietnam, Cambodia, and Laos, I couldn’t resist thinking about these countries’ economic potential and ongoing policy challenges. After all, in 2005 my Goldman Sachs colleagues and I had listed Vietnam as one of the Next Eleven, or N-11, all countries […]
Read more »Via the Wall Street Journal, a report on how mobile operators are navigating changing regulatory environment and network issues in Nigeria: The prospects for mobile-phone growth in Nigeria are among the most lucrative for telecom operators globally, but also the most challenging. Only some 45% of the approximately 192 million people in Africa’s most populous […]
Read more »Via the World Economic Forum, commentary on the top 10 emerging markets of the future: A new report from BMI Research has identified the “10 emerging markets of the future” — the countries that are set to become new drivers of economic growth over the next 10 years. BMI estimates that these countries will cumulatively […]
Read more »Via Foreign Policy, interesting observations on how the decrease in oil prices is setting off a dramatic shift in the economic balance of power on the African continent: Africa’s petrostates are crashing hard. A cool $115 in the summer of 2014, a barrel of Brent crude, the international pricing benchmark, now fetches below $40. And […]
Read more »Courtesy of the Financial Times, a report on Coke’s recent Nigerian investment: Coca-Cola has bought a minority stake in the Nigerian juice and dairy company CMH. The deal demonstrates the long-term play multinationals and tech start-ups are making in the country of more than 180m, which has one of the world’s fastest growing populations. Companies […]
Read more »Via Mark Mobius’ blog, an interesting look at some investment opportunities in frontier markets (the less-developed subset of the emerging market universe) with an eye on a few countries that could best weather the investment climate ahead: When talking about frontier markets, the first question many people have is how to classify them. One of the […]
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