Archive for the ‘India’ Category

Archrivals China, India Move In To Fund Same Bangladesh Port

Courtesy of Nikkei Asia, an article on China and India’s interests in investing in the development and modernization of Bangladesh’s Mongla port: China and India are stepping forward to invest in the same Bangladeshi port, raising eyebrows as the regional rivals compete for influence in the South Asian country. The two have zeroed in on the […]

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The Global Economy Needs a New Powerhouse: India Is Stepping Up

Courtesy of Bloomberg, a report on Prime Minister Narendra Modi’s efforts to make India a $10 trillion economy: India’s economic transformation is kicking into high gear. Global manufacturers are looking beyond China, with Prime Minister Narendra Modi stepping up to seize the moment. The government is spending nearly 20% of its budget this fiscal year on capital investments, […]

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India Approves $2.3B To Become Global Green Hydrogen Hub

Via Renewable Energy World, a report that India has approved $2.3 billion to develop green hydrogen: The government has approved $2.3 billion to support the production, use, and export of green hydrogen, aiming to make India a global hub for the nascent industry. The funding, announced late Wednesday, is a first step toward establishing the capacity to make […]

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Is India’s Adani Group Too Big To Fail?

Via Quartz, a look at how Adani’s rise over the past few years has been meteoric. But can India afford his failure? The Indian companies belonging to Gautam Adani, the world’s third-richest man, have soared in value at breakneck pace. Some of Adani’s listed companies—such as Adani Green Energy, Adani Enterprises, and Adani Transmission—have seen their […]

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Why India Can’t Replace China

Via Foreign Affairs, commentary on some of the barriers to India’s next economic boom: With China’s status as the “workshop of the world” marred by rising political risks, slowing growth, and increasingly untenable “zero COVID” policies, no country seems more poised to benefit than India. In May, The Economist ran a cover story about India, asking whether […]

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Mars Convinces Emerging Market Consumers To Eat More Chocolate

Via The Financial Times, a report on how Mars – the world’s largest confectionery maker – is on track to double the value of sales in developing countries in five years: Mars has embarked on a drive to convince developing country consumers to eat more chocolate, claiming it is on track to double the value […]

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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.