Archive for the ‘India’ Category

Is India Really the Next China?

Via Foreign Policy, a look at whether India is really the next China: RESHIDEV RK ILLUSTRATION FOR FOREIGN POLICY Will India be the next China? As China’s economy spirals downward and optimism about India’s growth reverberates around the world, that question can no longer be dismissed as the fevered fantasy of nationalists. It needs to […]

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How India Can Take China’s Growth Crown

Courtesy of Bloomberg, analysis of how – if India hits all the right economic notes – it could lead global growth by 2028: China is slowing and Western governments increasingly see it as a rival rather than an economic partner. On its southwestern border, another rising economy is vying to take its place as the […]

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A Building Boom in the Himalayas Threatens Climate Disasters

Courtesy of Bloomberg, a sobering report on how Modi’s push to develop along India’s tense border with China heightens risks to the already fragile area: On January 3, 2023, cracks suddenly spread over hundreds of buildings in Joshimath, India, and they started sinking into the ground. Residents gathered up what furniture and prized belongings they […]

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Poor Nations Are Writing a New Handbook for Getting Rich

Courtesy of the New York Times, an article on how economies focused on exports have lifted millions out of poverty, but epochal changes in trade, supply chains and technology are making it a lot harder: For more than half a century, the handbook for how developing countries can grow rich hasn’t changed much: Move subsistence […]

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India’s Chipmaking Ambitions Shadowed by Infrastructure Concerns

Courtesy of Nikkei Asia, a report on India’s chipmaking ambitions: India is accelerating efforts to become a global powerhouse in semiconductor production with three factories breaking ground this year, though its success hinges on whether it can dispel lingering infrastructure concerns. Under Prime Minister Narendra Modi, India has worked to attract investment in the field through tax […]

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The Indian Giant Has Arrived

Courtesy of Project Syndicate, commentary by two (2) highly esteemed observers on India’s economic ascendance and the need for it to avoid the mistake that others have made when they failed to recognize their newly acquired global systemic influence and adapt accordingly: India’s recent economic success, solid momentum, and promising prospects are making the country […]

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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.