India At The Center: An Investment Case
October 20th, 2023
Courtesy of The Financial Times, a report on the investment case for India: Unhedged: the investment case for India The war in Gaza has deepened the pattern of global polarisation that first became painfully apparent with the invasion of Ukraine. As President Joe Biden arrived in Israel yesterday, Vladimir Putin appeared in Beijing. Increasingly, China, […]
Read more »Views From the Ground: India
October 19th, 2023
Via GlobalX by Mirae Investments, commentary on India’s investment potential: We continue to see India as the best structural growth opportunity in emerging markets (EM), if not the world. Our recent due diligence trip to Mumbai consisted of over 40 meetings with management teams, local investors, political experts, sector consultants, and economists. We worked closely […]
Read more »Is the India-Middle East-Europe Economic Corridor Dead on Arrival?
October 17th, 2023
Courtesy of The Diplomat, commentary on the impact that the escalating war between Israel and Hamas may have upon the planned India-Middle East-Europe Economic Corridor: On September 8, at the G-20 summit in New Delhi, Indian Prime Minister Narendra Modi unveiled the India-Middle East-Europe Economic Corridor (IMEC), a grandiose multi-billion connectivity scheme linking India and […]
Read more »Tanzania Targets 10-Fold Increase in Indian Investment by 2025
October 16th, 2023
Via Bloomberg, a report on Tanzania’s efforts to drive investment from India: African nation expects Indian investment to jump to $3 billion India became Tanzania’s biggest trading partner in 2022 Tanzania will target boosting investment from India, the East African nation’s biggest trading partner, by 10-fold in the next two years. The Tanzania Investment Centre […]
Read more »India May Not Be The China Alternative Wall Street Thinks
September 30th, 2023
Courtesy of The Asia Times, commentary that – despite the fact that India’s economy is growing faster than China’s – investors may be wise to take a second look before reallocating funds and factories to Delhi: Financial bookmarks can be very illuminating in assessing a market’s readiness for global primetime. Such is the case with […]
Read more »The India-Middle East Corridor: A New Silk Route or Diplomacy by PowerPoint?
September 24th, 2023
Via Middle East Eye, commentary on the India-Middle East Corridor: The US’ bid to take on China with the new Imec transit corridor leaves regional powers jockeying for influence. But will it actually be used? Israel‘s former transport minister was full of hope and optimism when he unveiled his ambitious plan to link the eastern Mediterranean […]
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.