Archive for the ‘India’ Category

The New Influencers: The Expanding Role of Middle Powers in Africa

Courtesy of Harvard’s Belfer Center, a new report on the expanding role of Middle Powers such as Brazil, India, Japan, North Korea, Saudi Arabia, Turkey, UAE, and Qatar in Africa: This original primer, conducted as research for The Africa Futures Project, is an initial exploration into the evolving roles and increasing influence of “middle powers” in […]

Read more »



The Indians Are Coming: Indian Tourists Are Conquering The World

Via The Economist, a report on the rapid growth of India tourism: INDIAN EXPRESS on a Friday evening is always bustling. Diners from all corners of India dig in to kebabs and curries. Kingfisher, an Indian lager, flows freely, and Bollywood music blares from the speakers. A similar (if slightly more abstemious) scene plays out down […]

Read more »



Emerging Market Miracles: Few and Fleeting

Via Emerging Markets Investor, a look at emerging markets: Much of the excitement that investors have for emerging markets is anchored in the idea that developing countries grow faster than the sclerotic rich countries of the West and that this growth brings opportunities for extraordinary portfolio returns. Unfortunately, this is largely wishful thinking, as the […]

Read more »



The Big Numbers India Needs to Hit 2047 Economic Target

Via The Diplomat, a report on the ambitious economic goals Indian President Modi has set out and the narrow window of opportunity for India to get rich before getting old: When India’s prime minister Narendra Modi addressed the nation on Independence Day, August 15,  he outlined an ambitious vision of “Viksit Bharat“ meaning “developed India.” The deadline […]

Read more »



South Asia: Mango Diplomacy and Production

Courtesy of The Economist, a look at South Asia’s mango production: “Hindustan is a country of few charms,” observed Zahiruddin Muhammad Babur, after conquering India in the 16th century. The founder of the Mughal empire was unimpressed by the handicrafts, horses, markets, people—and especially the fruit. He complained constantly about the lack of decent melons. But even […]

Read more »



India’s ‘Cement War’

Via Nikkei Asia, an article on India’s ongoing ‘cement war’ between billionaires Adani and Birla: Two of India’s richest men are locked in a battle for cement supremacy as they snap up rivals to corner a soaring market fueled by a homegrown infrastructure boom. The latest chapter in what is being dubbed as a clash […]

Read more »


ABOUT
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.