China’s Economic Pain Is an Opportunity for India
September 6th, 2024
Via Bloomberg, commentary that Prime Minister Narendra Modi’s visit to Singapore is a chance to step up as a leader of the Global South, but New Delhi isn’t seizing the moment: China’s economic slowdown is worrying officials in Beijing, and putting global CEOs on edge — but for India it’s a huge opportunity. Prime Minister Narendra Modi […]
Read more »How Vladimir Putin Hopes To Transform Russian Trade
August 29th, 2024
Via The Economist, a report on how Russia’s pivot to trade with China and India: Vladimir Putin is spending big on his war in Ukraine. The Russian president has disbursed over $200bn, or 10% of GDP, on the invasion, according to America’s Department of Defence. He now plans to invest heavily in infrastructure that will enable his […]
Read more »Youth Unemployment: Ticking Time Bomb Is Threatening Economies Across Asia
August 28th, 2024
Via the Wall Street Journal, an article on double-digit unemployment which is holding back tens of millions of young people, raising urgent questions for a swath of fast-growing nations in Asia: Asia’s fastest-growing economies are hiding a dirty secret: Their youngest workers are battling stubbornly high rates of unemployment. Bangladesh—long considered a development model for […]
Read more »The New Influencers: The Expanding Role of Middle Powers in Africa
August 28th, 2024
Courtesy of Harvard’s Belfer Center, a new report on the expanding role of Middle Powers such as Brazil, India, Japan, North Korea, Saudi Arabia, Turkey, UAE, and Qatar in Africa: This original primer, conducted as research for The Africa Futures Project, is an initial exploration into the evolving roles and increasing influence of “middle powers” in […]
Read more »The Indians Are Coming: Indian Tourists Are Conquering The World
August 28th, 2024
Via The Economist, a report on the rapid growth of India tourism: INDIAN EXPRESS on a Friday evening is always bustling. Diners from all corners of India dig in to kebabs and curries. Kingfisher, an Indian lager, flows freely, and Bollywood music blares from the speakers. A similar (if slightly more abstemious) scene plays out down […]
Read more »Emerging Market Miracles: Few and Fleeting
August 27th, 2024
Via Emerging Markets Investor, a look at emerging markets: Much of the excitement that investors have for emerging markets is anchored in the idea that developing countries grow faster than the sclerotic rich countries of the West and that this growth brings opportunities for extraordinary portfolio returns. Unfortunately, this is largely wishful thinking, as the […]
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.