How India Can Take China’s Growth Crown
April 8th, 2024
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 […]
Read more »A Building Boom in the Himalayas Threatens Climate Disasters
April 3rd, 2024
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 […]
Read more »Poor Nations Are Writing a New Handbook for Getting Rich
April 2nd, 2024
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 […]
Read more »India’s Chipmaking Ambitions Shadowed by Infrastructure Concerns
March 26th, 2024
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 […]
Read more »The Indian Giant Has Arrived
March 22nd, 2024
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 […]
Read more »The Dawn of India’s Semiconductor Era
March 15th, 2024
Courtesy of The Diplomat, an article on New Delhi’s efforts to develop an entire ecosystem, from design to manufacturing, rather than focusing on a specific segment of the chip industry: India is not a passive onlooker in the unfolding global geopolitics of semiconductor production. As both one of the largest markets for electronics and a […]
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.