Archive for the ‘Brazil’ Category

Can The Voluntary Carbon Market Save the Amazon?

Via The Economist, a report on entrepreneurs in Brazil who are betting big on planting trees: A tractor with a subsoiler loosens the earth and carves out deep holes. A dozen men follow, dropping tree seedlings into them. This industrious scene in a deforested part of the Amazon is more reminiscent of the paper-and-pulp industry than […]

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The Implications of Brazil Joining China’s Belt and Road Initiative

Via Stratfor RANE’s Worldview, analysis of the implications of Brazil joining China’s Belt and Road Initiative: Despite China’s declining investment volumes in Brazil, strengthening cooperation remains of interest to both countries, which will likely see Brazil join China’s Belt and Road Initiative, potentially before the end of the year. Recent diplomatic discussions between Brazil and China […]

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Mimosas Under Threat: Why Orange Juice Has Never Been More Expensive

Via The Economist, a look at how the market for oranges used to make concentrate is, well, concentrated in nations such as Brazil, Mexico, Spain, and the United States: Mimosas have a simple recipe: one part champagne, one part orange juice. Soon, though, the tipple may be even less affordable—and not because sparkling wine is ever […]

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Foreign Investment Trends in Latin America

Via Geopolitical Futures, a report on FDI trends in Latin America, where FDI is in high demand, but most goes to just a few countries: Latin American countries remain trapped in a low-growth environment, hindered by economic volatility, high inequality and ineffective governance. As a result, many governments in the region are turning to foreign […]

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The World’s Coffee Mostly Comes From Two Countries. That’s a Problem

Via Bloomberg, a look at the consolidation of global coffee production in Brazil and Vietnam: Consolidation in Brazil, Vietnam poses risk in warming world Small producers from Cuba to Thailand could be key to future Coffee from Peru, Thailand and other smaller producers used to be a luxury for dedicated drinkers particular about their morning […]

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The New Influencers: The Expanding Role of Middle Powers in Africa

Courtesy of Harvard’s Belfer Center, a new report on the expanding role of Middle Powers such as Brazil, India, Japan, North Korea, Saudi Arabia, Turkey, UAE, and Qatar in Africa: This original primer, conducted as research for The Africa Futures Project, is an initial exploration into the evolving roles and increasing influence of “middle powers” in […]

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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.