India’s Retail Revolution: On Layaway?
September 18th, 2012
Via The Financial Times, a more sobering look at India’s recent retail laws: India’s rush of reforms last week drew praise for a government normally resistant to anything that might compromise its electoral prospects. But, as days have gone by, the limitations of the government’s actions have become as apparent as the potential: India won’t […]
Read more »The Sino Indian Vietnamese Triangle: Old Grudges, Hydrocarbons, And Geopolitical Gamesmanship
September 14th, 2012
Via Energy Tribune, a very interesting two-part series examining the complicated history of the relationships between India, China, and Vietnam, especially as they revolve around oil & gas resources: Vietnam is a country that has seen its share of war, suffering and hardship. From its days of French colonial rule and the 1950s war to […]
Read more »Is India’s Consumption Boom Over?
July 22nd, 2012
Via CapitalMind, some commentary on India’s consumption patterns: Things are changing, ever so slightly. The story of the last 10 years has been that of an incredibly shining India and much of that shine has had to do with factors that aren’t Indian. But the result has been a rapid increase in consumption that has […]
Read more »TAPI pipeline: Bigger May Not Be Better
June 13th, 2012
Courtesy of Foreign Policy, an article on the TAPI pipeline initiative: Last month saw a major step forward for the proposed TAPI natural gas pipeline. Regarded as a perennial pipe dream by many energy analysts, many critics of the Turkmenistan-Afghanistan-Pakistan-India project were silenced by the signing of a gas sales and purchase agreement between Turkmengaz, […]
Read more »India’s Strategy In Myanmar
May 28th, 2012
Via STRATFOR (subscription required), a look at the growing importance of Myanmar in India’s struggle to secure and integrate the eastern periphery of the subcontinent more closely with its own national core. As India’s domestic energy and infrastructure demands grow, meeting them will require developing stronger ties with resource-rich neighbors, especially where other regional powers […]
Read more »Russia’s BRIC Power Play
May 8th, 2012
Via Forbes, an interesting article on Russia’s influence on BRIC energy policy. As the report notes: President Putin is officially back, with his swearing in scheduled for Monday, but this time he has a problem. The Russian masses have started to see through the political mist of the Kremlin; they don’t like what’s on show. […]
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.