Author Archives: davidegates

Searching for “breakout nations” in the emerging markets

Book Review: Breakout Nations, by Ruchir Sharma (2012). During the 2000s, almost all emerging markets experienced strong economic growth. However, the global forces that enabled such broad growth are running out of steam, and only some developing countries will continue … Continue reading

Posted in Africa, Asia-Pacific, Book Reviews, Business Strategy, Europe, Latin America, Market Analysis, South Asia | Tagged , , , , , , , , , , , , | 1 Comment

Africa’s new oil and gas finds: the good, bad, and the ugly

They say money can’t buy happiness. But what about a billion barrels of oil? Recently, a series of spectacular oil and gas finds have been announced in several East African countries, including Ethiopia, Kenya, Uganda, Tanzania, and Mozambique. In just one … Continue reading

Posted in Africa, Market Analysis | Tagged , , , , , , , , , , , , , , , | Leave a comment

Brazil’s elusive “future” – is it finally here?

It seems just about every business article written about Brazil in the last five or so years has painted a highly optimistic portrait of the country. Of course, there has been some recognition of Brazil’s high taxes, overbearing red tape, … Continue reading

Posted in Latin America, Market Analysis | Tagged , , , , , , , | 1 Comment

East Africa: the next gold rush?

An article in this week’s Economist brings to attention the surge of oil and gas finds that are now happening in East Africa, almost seemingly on a daily basis. These discoveries have the potential to attract billions in foreign investment … Continue reading

Posted in Africa, Market Analysis | Tagged , , , , , , , , , , , , , , , , , , , , , | 1 Comment

Mexico: ready to take on China?

Sometimes it is easy to forget that one of the biggest and most affluent emerging markets lies next door to the United States. Yes, I’m talking about Mexico.  While Mexico has suffered rising violence and stagnant economic growth in recent years, changing … Continue reading

Posted in Latin America, Market Analysis, Uncategorized | Tagged , , , , , , , , | Leave a comment

Peru and Turkey: consolidation or disruption?

In the past 10 days, Peru and Turkey held national elections that have huge potential to impact the steadiness of each country’s progress toward greater democracy and economic prosperity.  In Peru, a divided population narrowly opted for Ollanta Humala, a left-wing ex-officer who had backed … Continue reading

Posted in Europe, Latin America, Market Analysis, Uncategorized | Tagged , , , , , | Leave a comment

Corruption: which countries are changing?

Emerging markets have done exceedingly well in terms of economic growth over the last 10 years. As I mentioned in my last post, it stands to reason that some of these high-growing countries would have made strong progress to greater transparency. Transparency … Continue reading

Posted in Africa, Asia-Pacific, Europe, Latin America, Market Analysis, Middle East, South Asia | Tagged , , , , , , , , , , , | 4 Comments