Archive for the ‘India’ Category

India’s Nascent Blue Economy: Structural Constraints and Climate Change Challenges

Via The Diplomat, a report on how – as the Indian government finalizes its blue economy policy – there is a clear case for open, inclusive, and transparent dialogue with all stakeholders: India’s National Policy on the Blue Economy has been in the making since 2021, when a draft policy was launched. Since then, the government has […]

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China Piles the Pressure on India in Its Own Backyard

Via Bloomberg, a report on Diego Garcia, a remote Indian Ocean island nearly 2,000 miles from the East African coast, boasts clear-blue waters, pristine beaches — and a US-UK military base at the heart of the great-power chess match involving the US, China and India. The British territory in the Chagos Archipelago – which has […]

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India Could Put Chabahar on Slow Burner as IMEC Gathers Pace

Via The Diplomat, a report on how abandoning its Chabahar port project is not a preferred option for India as its Central Asia ambitions depend on trade via this Iranian port: To apply “maximum pressure” on Iran to “end its nuclear threat, curtail its ballistic missile program and stop its support for terrorist groups,” U.S. […]

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Chabahar: Where Trump Is Hurting India and Helping China

Via the Asia Times, commentary on how President Trump’s decisions to end a sanctions waiver on the India-invested Iranian port, jeopardizes Quad cohesion and boosts China’s position and power: When Indian Prime Minister Narendra recently met with US President Donald Trump at the White House, Iran’s Chabahar Port wasn’t apparently on the two leaders’ broad […]

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Qatar Bets On Affordable Housing in India, Indonesia

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 […]

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Western Internet Giants Being Outplayed In Global South

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 […]

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WILDCATS AND BLACK SHEEP
Wildcats & Black Sheep is a personal interest blog dedicated to the identification and evaluation of maverick investment opportunities arising in frontier - and, what some may consider to be, “rogue” or “black sheep” - markets around the world.

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.