Archive for the ‘India’ Category

Sour Power: LatAm Countries Among Top Lemon Producers

Courtesy of Latinometrics, an interesting look at the importance of Latin American and other emerging markets in global lemon production: Let’s start this story about lemons and limes by clarifying some confusion: Generally speaking, lemons are ‘limas,’ and limes are ‘limones’ in Spanish. As native Spanish speakers, this has always been a significant source of […]

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India Has Become a Middle Eastern Power

Courtesy of Foreign Policy, commentary on India’s rise and the need to take New Delhi’s projection of power in the region seriously: A decade ago, I went to India on a three-week speaking tour that took me to New Delhi, Lucknow, Chennai, Mumbai, Pune, and Hyderabad. The idea behind the trip, which the U.S. State […]

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Will India Surpass China to Become the Next Superpower? Four Inconvenient Truths…

Courtesy of Foreign Policy, analysis of India’s potential to surpass China: When India overtook China in April to become the world’s most populous nation, observers wondered: Will New Delhi surpass Beijing to become the next global superpower? India’s birth rate is almost twice that of China. And India has outpaced China in economic growth for […]

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Does Your Company Have an India Strategy?

Courtesy of Harvard Business Review, commentary on how the price-to-book ratios of Indian subsidiaries of multinationals far exceeds those of their parent companies, suggesting the subsidiaries have better growth prospects. But tailoring your strategy for India requires customizing your products and services and tapping into the “India stack.” At the end of financial year 2022, […]

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Iran’s Approach to the North and South Transport Corridors: Obstacles & Future Prospects

Via Silk Road Briefing, commentary on Iran’s approach to the North and South Transport Corridors: The International North–South Transport Corridor (INSTC) was established by Iran, Russia and India in September 2000, and subsequently expanded with the admission of 13 major corridor members such as Azerbaijan, Belarus, Armenia, Kazakhstan, Kyrgyzstan, Oman, Russia, Tajikistan, Turkey, Ukraine, and […]

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BRICS Face a Reckoning

Courtesy of Foreign Policy, an article on the BRICS whose potential enlargement would be a sign not of the group’s strength, but of China’s growing influence: In 2001, Goldman Sachs banker Jim O’Neill created the acronym “BRIC” to refer to Brazil, Russia, India, and China—countries he predicted would soon have a significant impact on the […]

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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.