emergingmarketsblog- Searching for “breakout nations” in the emerging markets
- Africa’s new oil and gas finds: the good, bad, and the ugly
- Brazil’s elusive “future” – is it finally here?
- East Africa: the next gold rush?
- Mexico: ready to take on China?
- Peru and Turkey: consolidation or disruption?
- Corruption: which countries are changing?
- Psst… care for a zero-rupee note?
- Can you say “Groupon” in Spanish?
- Frugal innovation meets clean energy
Category Archives: Market Analysis
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 Brazil, Breakout Nations, China, Commodities, Czech Republic, India, Indonesia, Poland, Ruchir Sharma, Russia, South Korea, Thailand, Turkey
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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 Africa, Brazil, Chile, Dutch Disease, East Africa, Ethiopia, Kenya, LNG, Mozambique, Natural Gas, North Sea, Norway, Oil, Tanzania, Uganda, Venezuela
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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 Brazil, Breakout Nations, Commodities, Education, Foreign Affairs, Infrastructure, Ruchir Sharma, World Bank
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 Africa, Anadarko, Angola, BG Group, Ease of Doing Business, East Africa, Economist, Ethiopia, FDI, Kenya, Mozambique, Natural Gas, Offshore, Ogaden, Oil, Prosperidade, Statoil, Tanzania, Tullow, Uganda, UNCTAD, World Bank
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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 Cartels, China, Drugs, FDI, Labor, Manufacturing, Mexico, Monterrey, Wages
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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 Election, Erdogan, Humala, Peru, Reform, Turkey
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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 Algeria, Analytics, Corruption, Italy, Jordan, Kuwait, Maps, Oman, Reform, Revolution, Syria, Transparency International
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Psst… care for a zero-rupee note?
Concern over corruption has surged in India in recent months. Although corruption is nothing new to most Indians, a series of recent high-profile scandals have been particularly galling. These include a multi-billion dollar alleged telecoms scam, alleged financial malpractices in connection with the 2010 … Continue reading
Posted in Africa, Asia-Pacific, Europe, Latin America, Market Analysis, Middle East, South Asia
Tagged Analytics, BRICs, Corruption, India, Transparency International
4 Comments
Obama’s surprise stop: El Salvador
President Obama’s Latin American tour is taking him to Brazil, Chile, and El Salvador. The first two destinations do not surprise. Brazil is Latin America’s largest economy (and the seventh-largest globally). Chile is Latin America’s most developed country, setting the regional bar for per … Continue reading
Posted in Latin America, Market Analysis
Tagged Brazil, Call Centers, Cartels, Chile, Drugs, El Salvador, Foreign Investment, Gangs, Obama, Reform, Remittances, Trade, United States
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South Africa: where will the jobs come from?
South Africa has among the highest unemployment rates in the world. The official unemployment rate is 24%. But another statistic is even more depressing: approximately 42% of young people between the ages of 18 and 29 do not have a job. So … Continue reading
Posted in Africa, Market Analysis
Tagged Education, Reform, South Africa, Unemployment
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