Archive for the ‘India’ Category

India’s Emerging Cities

Via The Financial Times, a look at India’s emerging cities: India’s established metropolises are saturated with investment activity. Now, tier-two and tier-three cities are emerging as investment destinations and a new report from Cushman and Wakefield explains how much money is going into what – and where. India’s 2011 census recorded 53 urban centres, each […]

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India: Common Consumer Market Pitfalls

Via Harvard Business Review, some thoughts about common misconceptions about India’s consumer market: Procter & Gamble’s India sales grew by over 21 percent in the second quarter of this year. India’s largest consumer products company, a unit of Anglo-Dutch Unilever, PLC, reported that its sales were up 9 percent. Michigan’s Amway registered an annual growth […]

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India’s Growing Investment In East Africa

Via STRATFOR (subscription required), a report on India’s growing investment interest in East Africa, particularly given the region’s petroleum potential: India’s largest state-owned natural gas processing and distribution company, GAIL, announced Oct. 10 that it was working toward establishing Africa as a major supplier of natural gas. Although India’s state-level spending has diminished in recent years in […]

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Indian Retail: Clicks Over Bricks?

Via Project Syndicate, some commentary on the evolving Indian’s retail environment: After years of debate, India’s government recently announced that will open the country’s retail sector to foreign investment. The move was met with howls of protest from those who argue that the entry of large hypermarket chains like Carrefour and Walmart will devastate the […]

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India: Venezuela’s New Petro-Amigo

Via The Financial Times, an interesting look at the blossoming relationship between India and Venezuela: Venezuela’s gigantic oil reserves are coveted the world over – especially the Orinoco extra-heavy crude belt, which is one of the planet’s few remaining largely untapped reserves of hydrocarbons. Investment conditions in Hugo Chávez’s Venezuela may not be ideal, but […]

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India Retail: A Tricky Sell

Via The Financial Times, a look at India’s pending retail (r)evolution: Parts of India took to the streets (or at least shut their shops) on Thursday to protest the reforms the Indian government introduced last Friday, chief among them the opening up of multi-brand retail to 51 per cent investment by foreign companies – Tesco, […]

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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.