Archive for the ‘India’ Category

India-Middle East-Europe Economic Corridor: Promise, Peril, and the Politics of Connectivity

Via Modern Diplomacy, a look at the India-Middle East-Europe Economic Corridor (IMEC) which was announced as a transformative connectivity framework which aims to link India, the Arabian Peninsula, and Europe through maritime, rail, energy, and digital networks: Source: Siasat.com During a recent meeting of Egypt’s Foreign Minister Badr Abdelatty with Prime Minister Narendra Modi in […]

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India’s Rare Earth Dilemma: Between Chinese Leverage and an Afghan Offer

Via The Diplomat, a look at India’s behavior in regard to critical minerals can be best understood as strategic hedging: Beijing is signaling geoeconomic control over a chokepoint industry by deciding to resume the supply of rare-earth magnets to India on the condition of a written “no-diversion” pledge. This is more than just a contractual detail. […]

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The Taliban Emirate, China, India and Pakistan

Via Geopolitical Futures, commentary on what attacking Pakistan means for the Taliban to try to break out of international isolation: After the United States withdrew from Afghanistan in 2021, it was only a matter of time before conflict erupted between the Afghan Taliban and their former patron, Pakistan. One of the ways this manifested was […]

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Mexico, Malaysia, and India Want to be the Next Big Semiconductor Hubs

Via Rest of World, an article on how manufacturing powerhouses Mexico, Malaysia, and India want to become less reliant on expensive imports — without competing with Nvidia or TSMC: Mexico, Malaysia, and India are ramping up their semiconductor manufacturing capabilities. One of the goals is to make legacy chips, which can be used in electronics […]

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India’s Ambitions in Africa

Via Geopolitical Futures, a report on how New Delhi is looking to Africa to ramp up its competition with Beijing: Over the past decade there has been a marked increase in the competition for influence in Africa. China is already well established there, but new players such as the United Arab Emirates, Saudi Arabia and […]

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India Is Broadening Its Engagement Across the Middle East

Via World Politics Review, commentary on India’s growing engagement with the Middle East: India’s expanding influence in the Middle East is among the most defining indicators of the region’s shift into a multipolar era. While New Delhi continues to benefit from its alignment with U.S.-anchored frameworks in the region, it is increasingly leveraging these networks […]

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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.