Does Made in Mexico Mean Made by China?
January 6th, 2025
Via The Economist, a report that Donald Trump believes Mexico is a trojan horse for Chinese mercantilism: In 2018 United States President Donald Trump started a trade war with China. Mexico benefited; companies seeking to avoid tariffs by diversifying production out of China saw the country as a good option thanks to affordable labour, decent infrastructure […]
Read more »Mexico Gets Cold Feet Over New Chinese EV Plant After Trump Win
November 26th, 2024
Via the Wall Street Journal, an article on Mexican fears that a new Chinese EV plant will provoke President Trump if BYD gets clearance to build autos south of U.S. border: Chinese electric-vehicle maker BYD is finalizing plans for a factory in Mexico, a push that will test Donald Trump’s trade policies and the Mexican government’s appetite […]
Read more »What A Shuttered Quarry Says About Mexico’s Investment Climate
November 16th, 2024
Courtesy of The Financial Times, a report on how the forced closure of a US-owned site in Yucatán says about Mexico’s investment climate: The closure of a large US-owned limestone quarry in Mexico has jolted investors and the world’s largest bilateral trade relationship, in a case seen as a thermometer for the political and legal […]
Read more »Mexican Wave: Why The New Hollywood Is South Of The Border
November 2nd, 2024
Via The Economist, a look at the growth of Mexican drama: Churubusco Studios, a rambling complex in Mexico City, has been in business since 1945; in that time it has overseen some 3,000 movies and more telenovelas than anyone can remember. Today, on one of its sound stages, sits something from the future: a curving, luminous wall of […]
Read more »Mexico’s Nearshoring Boom
October 1st, 2024
Via Latinometrics, a look at Mexico’s nearshoring boom: Despite the progress made by Latin America in recent decades, much of the region still depends on the same few goods. Soy is the largest export for both Brazil and Argentina. For Colombia, it’s oil. For Chile, copper. But there is one major exception to this regional trend: Mexico, […]
Read more »Driving Change: How EVs Are Reshaping China’s Economic Relationship with Latin America
September 28th, 2024
Via the Center for Strategic and International Studies (CSIS), a report on how Countries in Latin America and the Caribbean (LAC) are navigating a new geopolitical moment. Some LAC countries are benefitting from increased access to low-cost, high-quality electric vehicles (EVs) and new investment throughout the value chain from China that can help meet governments’ […]
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.