Emerging Market Investors: Drop A Bric and Pick Up A Bimchip
December 4th, 2022
Courtesy of The Financial Times, an article on some emerging markets viewed with promise: As a glutton for investment punishment, I return to the vexed subject of emerging market equities and bonds. In July I suggested that a selective strategy of investing long term in key emerging markets (EM) might make sense, even though most […]
Read more »GIFT City: India’s Free-Market Oasis Aims to Take On Singapore and Dubai
December 2nd, 2022
Via Bloomberg, an interesting look at India’s efforts to create a finance hub that will become the next Singapore or Dubai: India’s newest financial hub is rising from scrubland near the banks of the Sabarmati River once dominated by marsh birds and grazing buffalo. In the state of Gujarat, just a few glass-fronted towers greet the 20,000 employees […]
Read more »Mukesh Ambani: Indian Economy Likely To Grow 13x To $40T by 2047
November 23rd, 2022
Via LiveMint, commentary by Reliance Industries chairperson Mukesh Ambani on how the Indian economy is likely to grow 13 folds from its current size to become a $40-trillion economy by 2047: Indian economy is likely to grow 13 folds from its current size to become a $40-trillion economy by 2047 said Reliance Industries chairperson Mukesh Ambani […]
Read more »India’s Reliance Aggressive Retail Ambitions
November 19th, 2022
Courtesy of The Financial Times, an article on India’s Reliance’s ruthless retail ambitions: Hurrying out of a Reliance grocery store, travel company clerk Pallavi Savand reaches for her mobile phone, running on Reliance’s Jio network. Back at home, she will flip open a laptop bought from Reliance Digital. Soon she might wear Reliance — she is […]
Read more »India’s Impending Economic Boom
November 12th, 2022
Via Morgan Stanley, a report on how India is on track to become the world’s third largest economy by 2027, surpassing Japan and Germany, and have the third largest stock market by 2030, thanks to global trends and key investments the country has made in technology and energy: India is already the fastest-growing economy in […]
Read more »India Will Overtake US As Unilever’s ‘Largest Business’
October 5th, 2022
Courtesy of The Financial Times, an article on Unilever’s view on India’s market potential: Hindustan Unilever’s chief executive said he believes India, the consumer group’s biggest market by volume, will overtake the US to become the largest by value. “I clearly see a day when HUL will become the largest Unilever business,” said Sanjiv Mehta, […]
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.