Archive for the ‘India’ Category

The Fastest-Growing Shopping App In The World

Courtesy of Rest of World, an article on Meesho, an app successfully taking on Amazon and Walmart with its focus on cheaper goods for small-town consumers: In 2022, Meesho was the most-downloaded shopping app in the world with over 500 million downloads. Its home page offers a variety of unbranded products including jeans, kurtas, shoes, and smart watches […]

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India’s Economic Rise Is Not Guaranteed

Courtesy of The Financial Times, commentary warning that – without reform – India will be unable to capitalize on the country’s economic potential: Last year on the 75th anniversary of its independence from British rule, India’s prime minister, Narendra Modi, urged the nation to “dominate the world”. India’s rising role in the global economy is […]

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What India Needs Is More Cricket and Less Bollywood

Courtesy of The Financial Times, interesting commentary on India’s economy, through the lens of two of its most famous products – cricket and Bollywood: India’s economy has as much entrenched rust as it has entrepreneurial dynamism. And no two industries illustrate these contradictions more clearly than its most iconic entertainments, Bollywood and cricket. Facing the […]

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IIT: The Exclusive Network Behind India’s Global Tech Success

What ‘s harder to get into than Harvard? Try IIT, the elite group of Indian engineering schools that accepts just 1.8% of applicants. (Harvard’s rate? 4%) Not only has IIT produced Silicon Valley leaders like Google’s Sundar Pichai and VC Vinod Khosla, more than *half* of India’s 100+ unicorns were founded by IIT alums. Courtesy […]

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Shaky Foundations for the BRICS Expansion Push

Courtesy of The Diplomat, a report that – while China and Russia are keen to expand BRICS into a coalition to counter the U.S. – Brazil and India are reluctant: The 15th summit of the BRICS group (composed of Brazil, Russia, India, China and South Africa), will take place in Johannesburg, South Africa, from August 22-24 […]

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Apple’s India dream

Courtesy of Nikkei Asia, a report on Apple’s plans to move at least 20% of iPhone production to India as it accelerates away from China: Kevin, a senior manager at an iPhone assembly plant in the Indian city of Chennai, gets up before sunrise at his dormitory. He clocks in for work before 6 a.m., […]

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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.