Chinese Railway Diplomacy: Fostering Regional Change With Global Implications
May 26th, 2015
Courtesy of STRATFOR (subscription required), a very interesting look at China’s railway diplomacy One of the highlights of Chinese Premier Li Keqiang’s visit to Latin America has been the continued discussion of a proposed transcontinental railway linking the east coast ports of Brazil to the west coast ports of Peru. The ambitious project, which in earlier […]
Read more »Petroleo Brasileiro: A South American Sleeping Monster?
April 2nd, 2014
Via Guru Focus, an article on Petroleo Brasileiro: My advisor during college was the son of a retired Brazilian military official. Before turning to academics he was an advisor for the Brazilian Ministry of Foreign Relations. Surely the man lacked no patriotism for the country that educated him. However, he displayed a great deal of […]
Read more »Brazil: Multinationals Shift Focus in Response to Slow Down
September 14th, 2012
Via Emerging Markets Insight, some commentary on Brazil Brazil has been a cause of concern for multinationals as of late, with credit-fueled consumer spending and GDP growth both trending downwards in Q3. This slowdown is particularly worrisome for B2C companies, who fear for their ability to meet annual growth targets. The macroeconomic drivers of this […]
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 »Brazil: Is Carnaval Over?
April 8th, 2012
Via Foreign Policy, a look at Brazil and what some are calling the end of the Brazilian miracle. As the article notes: When she strides into the White House on Monday, Brazilian President Dilma Rousseff will carry with her one thing sure to draw the envy of her American counterpart Barack Obama — a whopping […]
Read more »MNCs and Local Companies Fight for Brazil’s Middle Class
March 12th, 2012
Via Frontier Strategy Group, a look at Brazil’s market segmentation: Multinationals in the consumer space are looking increasingly to the middle class for growth as high-end segments mature. Local firms are following their traditional customer base as it moves into the middle and upper middle class, putting them on a competitive collision course with multinationals […]
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.