Archive for the ‘India’ Category

Myanmar, Bangladesh And India: Prospects For Energy Co-operation

Courtesy of Future Directions, an interesting look at the potential for Myanmar, Bangladesh, and India to cooperate on energy issues: Key Points The Myanmar-Bangladesh-India (MBI) gas pipeline has received renewed attention recently after reports that India and Myanmar/Burma are reconsidering the project in a form that bypasses Bangladesh. Geopolitical issues, particularly Bangladesh’s relationship with India, […]

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ONGC’s $5 Billion Kazakhstan Oil Deal May Fall Through

Via NDTV, a look at the status of India’s bid to acquire a large stake in the Kashagam oil field: Oil and Natural Gas Corp’s (ONGC) $5 billion deal to acquire US energy giant ConocoPhillips’ stake in a Kazakhstan oil field is likely to fall through as India hasn’t been able to convince the Central […]

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Pakistan Makes Two Bold Decisions

Via Eurasia Review, an interesting OpEd on two strategic decisions recently taken by Pakistan: Aerial view of Gwadar Port, Pakistan  Pakistan has recently made two very bold, but strategic decisions, which have drawn the concern of regional and global superpowers. These decisions are: 1) transferring management of the Gwadar port located in Balochistan to China […]

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TAPI’B? Bangladesh Expresses Interest In Pipeline Project

Via Eurasia Review, a report that Bangladesh has expressed interest in joining the TAPI project.  As the article notes: Bangladesh said last week that it is keen to join the TAPI (Turkmenistan-Afghanistan-Pakistan-India) gas pipeline project. The pipeline is already projected to cover nearly 1,700 km, and would need to be extended if Bangladesh were accepted […]

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India: Online Retail

Via The Financial Times, a look at online retail in India: When it comes to internet users, India is growing fast. While the number of internet users globally rose 7 per cent last year, the figure was 41 per cent in India. And this is creating some interesting opportunities – not least for clothing retailers. […]

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Indian Challenges: Fragmentation & Infrastructure

Courtesy of Emerging Markets Insights, commentary on issues that must be addressed for multinationals to succeed in India: 1. Fragmentation: Multinationals have to move out of the traditional Tier-1 cities in order to adapt to India’s unique urbanization trend: The rise of manufacturing in rural India has led to robust job and wealth growth, which […]

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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.