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 »India ‘Pulling Out All Stops’ To Edge Out China As World’s Supply Chain Leader
March 15th, 2024
Via South China Morning Post, a report on India’s efforts to take over China’s role as supply chain to the world: Modi is using India’s growing appeal as the world’s fastest-growing major economy and alternative to China for global supply chains to clinch free trade pacts In a departure from its protectionist past, India is […]
Read more »After Success In Africa, Pakistan and Bangladesh, China’s Transsion Holdings Sets Its Sights On India
March 11th, 2024
Via Rest of World, an article on Chinese smartphone maker Transsion’s strategy to win hearts and wallets in small-town India: Transsion, the world’s fifth-largest smartphone company, is elbowing for room at the smartphone high table in India. Last year, the Chinese company changed its India strategy, and introduced cheap but good-looking smartphones, with iPhone-like features. Transsion […]
Read more »India Rises As Emerging Markets Darling
March 7th, 2024
Courtey of Forbes, bullish commentary on India: The India bulls are charging. If the emerging markets universe had an anointed darling last year, it would be India – and the momentum is still growing. Net inflows into exchange traded funds (ETFs) focused on Indian stocks shattered records in 2023, clocking in at $8.6 billion last year. India’s […]
Read more »The Maldives Is a Tiny Paradise. Why Are China and India Fighting Over It?
March 6th, 2024
Courtesy of The New York Times, an article on the Maldives, an island nation into which Asia’s two giants are crowding with building projects, tossing its newborn democracy to and fro: Between a few flecks of coral in the Indian Ocean, a ribbon of highway more than a mile long swoops up from the blue. […]
Read more »Sri Lanka Awards Energy Deal To India After Rejecting China
March 6th, 2024
Via Energy Daily, a report on a recent Sri Lankan decision to award power contracts to India rather than China: Sri Lanka on Friday awarded the construction of three solar and wind hybrid power generation facilities to an Indian company after scrapping a tender won by a Chinese firm.New Delhi has long been concerned about […]
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.