Archive for the ‘India’ Category

Why the Motorbike Delivery Driver is a Symbol of Our Times

Courtesy of Emerging World, an interesting look at how motorbike riders serve as vital arteries of the global food delivery industry, especially in the emerging world: Jet-lagged from a long flight that landed in the middle of the night, I woke up the next morning to the familiar sound of motorbikes. I was in Tehran, […]

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The Economics of the China-India-Sri Lanka Triangle

Via The Diplomat, a look at the economic dimension of Sri Lanka’s struggle to balance between China and India: Sri Lanka’s relationship with China has been a controversial discussion during the last decade, dominating both domestic and international political conversations. The strengthening relationship between the island nation and the emerging global power has been largely economic. […]

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On Tap(i): Turkmenistan Seeks Path To Revive Key Gas Pipeline To India

Via Upstream Online, a report on Turkmenistan’s recent agreements with Afghanistan to avoid potential attacks on pipeline builders after holding previous meeting with Taliban: Authorities in Turkmenistan are breathing new life into a gas export pipeline project that went cold last year as countries in the region battled the coronavirus pandemic. The TAPI project aims to […]

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Jio’s Grand Plan To Dominate India’s 5G

Via Asia Times, an article on Mukesh Ambani’s Reliance Industries’ vision, tools and government support to shape India’s 5G future: “Data is not the new oil, it’s the new soil.” – Mukesh Ambani  In January 2018, while addressing the World Economic Forum in Davos, Switzerland, Indian Prime Minister Narendra Modi first expressed his ambition to make India […]

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Huawei Digitally Connects Pakistan Beyond India’s Reach

Via Asia Times, a report on how a new Silk Road fiber optic cable project eases Pakistan’s cybersecurity concerns with India but raises new ones with China: China is poised to lay the last stretch of a cross-border fiber optic cable in Pakistan, a Belt and Road Initiative (BRI) project designed in part to cut […]

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The World’s Best Banker: HDFC

Via The Economist, an article on Aditya Puri, CEO of India’s HDFC Bank: Who is the most impressive banker on the planet? Judged by their swagger and $20m-40m paypackets, the bosses of Wall Street’s big firms are contenders; yet several run firms that have delivered weak returns, been bailed out and left a toxic trail of scandals. […]

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About This Blog
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.