This Club Isn’t Big Enough for Both India and China
August 4th, 2023
Via Bloomberg, commentary that tensions between the Asian rivals will likely prevent the BRICS bloc from ever posing a coherent challenge to the West: For an acronym coined by an investment bank in a decades-old report notable mainly for being wrong, “BRICS” has had a good run. It was once an idea, then a summit, and […]
Read more »India Shines as Investment Draw, at China’s Expense
August 4th, 2023
Via Chief Investment Officer, a look at the world’s most populous nation which is enjoying a stock market surge and appears poised for further investment: India has become a desirable investment target in recent years, as it has upgraded its infrastructure and developed a more business-friendly attitude. At the moment, it constitutes a small percentage […]
Read more »Rise of AI Newsbots Shakes up India’s Media Landscape
July 31st, 2023
Courtesy of Nikkei Asia, a report on one Indian television network’s trial of virtual anchors: When Indian broadcaster Odisha TV introduced a new anchor earlier this month, she garnered mixed reviews, from “pathbreaking” to “robotic” and “emotionless.” The channel’s head, Jagi Mangat Panda, hailed her debut as “a milestone in broadcasting TV and digital journalism.” […]
Read more »AI By The People, For The People: The Indian Workers Behind AI
July 29th, 2023
AI data workers are often among the poorest people in the world, despite providing the lifeblood of a multibillion dollar industry. Karya, an Indian nonprofit, promises to do things differently: not only paying workers high wages, but also royalties. The model doesn’t exist anywhere else. Here is an interesting look at whether Karya’s alternative model can […]
Read more »A Goldilocks Moment for India in the U.S.-China Subsea Cables Race?
July 29th, 2023
Courtesy of The Diplomat, a report on how – India’s capacity to produce fiber cables – paired with U.S. capability to lay them on the seabed, presents a prime opportunity for New Delhi: At a time when the U.S. is significantly enhancing its presence and primacy across the length and breadth of the Indo-Pacific, the recent […]
Read more »‘How India Transformed in Less than a Decade’
July 27th, 2023
Via The Times of India, a look at how India transformed in less than a decade via the lens of Morgan Stanley analyses: Morgan Stanley analysed the economic transformation of India from 2013 to 2022 drawing implications on the economy and the market of relevance to investors. The purpose is to critically analyse contribution of […]
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.