BRICS: At Risk Becoming Satellites of China
July 27th, 2023
Courtesy of The Financial Times, commentary on the BRICS’ lopsided turn towards China: There can’t be many international summits where a head of government stays away for fear of being arrested for war crimes, but the BRICS grouping has managed it. Vladimir Putin will skip next month’s meeting of Brazil, Russia, India, China and South […]
Read more »Why India Is the ‘Dream Emerging Market’
July 26th, 2023
Via ETF.com, a look at the bullish case for India, as well as China: The perfect emerging market doesn’t exist—well actually, maybe it does. In last week’s Exchange Traded Fridays podcast, Kevin Carter, founder and chief investment officer of EMQQ Global, said India is shaping up to be “the dream emerging market” thanks to its massive population—the […]
Read more »Singapore’s GIC Eyes India, Indonesia, Vietnam amid China Pivot
July 26th, 2023
Courtesy of NikkeiAsia, a report on Singapore’s sovereign wealth fund pivoting from investments in China, towards India, Indonesia, and Vietnam: Singapore’s sovereign wealth fund GIC is looking at investing more in emerging markets such as India, Indonesia and Vietnam, as businesses rush to diversify their production outside China amid rising tensions between Washington and Beijing. […]
Read more »Can India Become a Green Superpower?
July 22nd, 2023
Courtesy of Foreign Affairs, a look at India’s critical role in the globe’s battle against climate change: When climate negotiations opened in October 2021 at the UN Climate Change Conference of the Parties in Glasgow, the environmental outlook was gloomy. Carbon emissions around the world were rapidly rising. Seemingly every part of the planet was routinely being […]
Read more »India to Help Develop a Port and Economic Hub in Sri Lanka
July 21st, 2023
Via The Frontier Post, an article on India’s plans to help develop a port and economic hub in Sri Lanka: India and Sri Lanka said on Friday that they had agreed to improve economic ties by increasing cooperation in renewable energy and studying the feasibility of building an oil pipeline and a land bridge between […]
Read more »After Years of Cynicism, Foreign Investors Now Favoring India over China
July 20th, 2023
Via Forbes India, a report on how the tide of foreign investments has turned as investors pull out of China stocks and turn to India and global emerging market ETFs, excluding China, for better long-term returns: Many domestic investment managers have traditionally—for nearly three deacdes—faced unfounded scepticism as foreign investors fancied China over India for […]
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.