Archive for the ‘India’ Category

India’s $1.2 Trillion Plan to Snatch Factories From China

Via Bloomberg, an article on India’s plan to attract manufacturing activity from China: In India, half of all infrastructure projects are delayed, and one in four run over their estimated budget. Prime Minister Narendra Modi believes technology is the solution to these perennial and notorious bottlenecks.  Under a 100-trillion-rupee ($1.2 trillion) mega project called PM […]

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India: Building On Its Historic Links With Central Asia

Via Eurasia Review, a report on India’s efforts to build out its historic links with Central Asia: Present-day Indian rulers, who are keen on establishing India’s presence in Central Asia, can draw inspiration from the daring and enterprising Indian traders of the medieval era, who were key participants in the trade along the Central Asian […]

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Emerging Asia Growing Faster Than China For 1st Time in 30 Years

Via Nikkei Asia, a report on how emerging Asian countries are growing faster than China for the first time in 30 years: China’s COVID lockdowns mean its economic expansion this year will be slower than the rest of emerging Asia for the first time in more than three decades, the Asian Development Bank projected in […]

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Why A Chinese Ship’s Arrival In Sri Lanka Caused Alarm In India and The West

Via NPR, an article on why a Chinese ship’s arrival in Sri Lanka has caused alarm in India and the West: It all began 20 years ago, when China loaned Sri Lanka more than $1 billion to build a fancy new port — what would become its second-largest — on its southern coast. The Hambantota […]

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UAE Firm To Invest Billions In Emerging Markets

Via Bloomberg, a report on a UAE firm’s aggressive investment plans for select emerging markets: International Holding Co. plans to invest billions of dollars in markets including Indonesia, Colombia, Turkey and India as the United Arab Emirates firm controlled by the country’s national security adviser steps up its breakneck expansion. IHC, the UAE’s most valuable listed […]

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India’s Challenge to Belt and Road in Asia

Via the Geopolitical Monitor, an article on India’a challenge to China’s BRI in Asia: Over the past few years, and most notably during recent border clashes in Ladakh’s Galwan valley, China-India relations have been visibly more acrimonious, confusing, and inimical in diplomatic and military domains, despite their huge mutual business interests. In 2021, trade between 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.