The Optimist’s Case for Mexico
November 2nd, 2025
Via Bloomberg, commentary on Mexico: David Arana always had a thing for numbers. That passion took him to MIT to study mathematics and later to New York, where he traded credit derivatives for Deutsche Bank AG. In 2013, after returning to Mexico, he co-founded Konfío, a start-up seeking to disrupt a market long ignored by the country’s […]
Read more »Mexico, Malaysia, and India Want to be the Next Big Semiconductor Hubs
August 12th, 2025
Via Rest of World, an article on how manufacturing powerhouses Mexico, Malaysia, and India want to become less reliant on expensive imports — without competing with Nvidia or TSMC: Mexico, Malaysia, and India are ramping up their semiconductor manufacturing capabilities. One of the goals is to make legacy chips, which can be used in electronics […]
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 »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 »Foreign Investment Trends in Latin America
September 8th, 2024
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 […]
Read more »China Conquers Mexico’s Automotive Market, and the US Is Worried
August 28th, 2024
Via Wired, a look at how – led by the automaker BYD – China has established itself as the main car supplier in Mexico: China has positioned itself as the main car supplier in Mexico, with exports reaching $4.6 billion in 2023, according to data from Mexico’s Secretariat of Economy. The Chinese automaker BYD surpassed Honda […]
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.