Emerging Market Investors: Drop A Bric and Pick Up A Bimchip
December 4th, 2022
Courtesy of The Financial Times, an article on some emerging markets viewed with promise: As a glutton for investment punishment, I return to the vexed subject of emerging market equities and bonds. In July I suggested that a selective strategy of investing long term in key emerging markets (EM) might make sense, even though most […]
Read more »Brazil: Time To Create An ‘Economy of Standing Forests’
November 15th, 2022
Via Fortune, interesting commentary on Brazil’s potential to create an ‘economy of standing forests’: By turning the tide of the Amazon’s destruction, Brazil can retake center stage in the fight against climate change and irreversible ecosystem losses. Given how extraordinarily dependent Brazil’s economy is on its agricultural sector, and in turn the Amazon’s health, the need […]
Read more »China’s Latin America Move
November 11th, 2022
Via Forbes, a look at China’s increasing interest in Central and South America: Washington may hate the word, but there is no denying that it has exercised all but untrammeled hegemony in Latin America for as long as anyone can remember. It now faces a challenger: the same one it faces in the western Pacific, […]
Read more »WhatsApp Grocery Shopping In Brazil
August 25th, 2022
Via Rest of World, an interesting look at WhatsApp grocery shopping, which is already huge in Brazil: Whenever Ana Lúcia Almeida Gazzola wants to impress her guests, she cooks shrimp with butter, lemon, and rosemary. It’s a simple recipe that the 72-year-old retired professor from Belo Horizonte found online. But it relies on good-quality shrimp, which […]
Read more »Second Coming Of The BRICS?
July 4th, 2022
Via East Asia Forum, a look at the BRICs, 13 years after their first meeting in 2009: When the inaugural BRIC summit took place in 2009, it was a moment of relative triumph for its members. While the West dealt with the worst financial crisis since the Great Depression, BRIC countries — Brazil, Russia, India […]
Read more »Bolivia Diverts LNG To Argentina, Leaving Brazil In The Dark
May 26th, 2022
Via MercoPress, a report that Bolivia is diverting LNG to Argentina, leaving Brazil 7 million cm short per day: Bolivia is diverting natural gas to Argentina, and unexpectedly has reduced the supply to Petrobras by 30% this month, catching the state-owned company off guard. As a result, Petrobras experienced a loss of more or less than […]
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.