Qatar Bets On Affordable Housing in India, Indonesia
January 20th, 2025
Via Semafor, an article on Qatar’s investment interest in affordable housing: Gulf real estate investments usually revolve around prime properties in cosmopolitan cities, but Qatar’s latest deals are a bit downmarket. The Qatar Investment Authority, Doha’s sovereign wealth fund, has joined private equity firm Warburg Pincus and other investors to buy a $141 million stake in […]
Read more »Western Internet Giants Being Outplayed In Global South
January 11th, 2025
Via The Economist, a look at how – from e-commerce to online banking – competitors in the Global South are innovating rapidly: It is unusual for Amazon, the world’s biggest e-emporium, to be playing catch-up in its own industry. Yet that is exactly what it is doing in India, where last month it began piloting a […]
Read more »Rosneft, Reliance Agree Biggest Ever India-Russia Oil Supply deal
December 16th, 2024
Via Reuters, a report on a new oil supply deal between Rosneft and Reliance, the largest ever India-Russia oil supply deal: Rosneft to ship 500,000 bpd of various crude grades Biggest India-Russia energy deal ever worth $13 billion a year at current prices Pricing and volumes to be reviewed annually, sources say Agreement strengthens India-Russia […]
Read more »India Could Be Apple and Samsung’s Solution to the Future of Phones
December 8th, 2024
Via Wired, a look at how a quarter of all iPhones could be made outside China by 2025, most likely in India—a rapidly growing market with hundreds of millions of potential customers. And the race is on, as Samsung and Chinese brands are betting big there too. The giant companies that make the phones in our […]
Read more »India-Kazakhstan Cooperation in Critical Minerals Signals a Shifting Regional Approach
November 27th, 2024
Via The Diplomat, a report on growing India- Kazakh cooperation in critical minerals: The critical minerals sector has attracted significant global attention, including from New Delhi and Astana. On November 4, India and Kazakhstan partnered to produce titanium slag, a critical mineral. Indian Rare Earths Limited (IREL) and Kazakhstan’s Ust-Kamenogorsk Titanium and Magnesium Plant (UKTMP) […]
Read more »The 10 Fastest-Developing Cities on Earth
November 3rd, 2024
Via Statista, a graphical look at the 10 fastest-developing cities on Earth: Out of the world’s top 15 growth hubs, 14 are forecast to be located in Asia, according to the Growth Hub Index 2024 by British real estate service Savills. These cities have been identified as set to develop particularly quickly by 2033, based on indicators […]
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.