Archive for the ‘Mexico’ Category

The Super Peso

Courtesy of Latinometrics, a look at how the Mexican peso is outshining the rest of the world: First, there’s the good: Mexican businesses and consumers can buy foreign goods, invest, and travel more inexpensively, leading to stronger commercial relationships and quality of life. Also, as foreign investors expect the peso to continue rising (thanks largely […]

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Mexico Weighs Options to Absorb $40 Billion of Pemex Debt

Via Bloomberg, a report on the Mexican government’s plans for Pemex: Mexico is studying options to absorb as much as $40 billion in Pemex debt, the equivalent of what will come due in the next presidential term, one of its top finance officials told investors in New York. The government is considering options that could […]

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Visualizing Global Gold Production in 2023

Via Visual Capitalist, an interesting graphic of global production and the large number of frontier markets on the list: Over 3,000 tonnes of gold were produced globally in 2023. In this graphic, we list the world’s leading countries in terms of gold production. These figures come from the latest USGS publication on gold statistics (published January 2024). […]

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Mexico Presidential Frontrunner Pledges $13.6 Billion For Energy Investments

Via Reuters, a report on the Mexico presidential frontrunner pledge of $13.6 billion for energy investments: The favorite to win Mexico’s presidential election in June, Claudia Sheinbaum, on Monday outlined a plan to invest $13.57 billion in new energy generation projects through 2030. The ambitious program plans to increase wind and solar power generation and […]

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Emerging Powers and the Future of American Statecraft

Via the Carnegie Endowment for International Peace, a new report on how, collectively, emerging powers in Asia, Africa, Latin America, and the Middle East are growing in their geopolitical weight and diplomatic ambition. How closely do they align with the United States when it comes to Russia and China? What drives their decisions on the […]

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Mexico’s Investment Boom

Via Apricitas Economics, a detailed look at Mexico’s investment boom which is being driven by major public works projects and supply-chain nearshoring: The United States has taken a much more aggressive approach to managing its industrial policy over the last several years—spending hundreds of billions to subsidize investments in semiconductors fabricators, car factories, and cleantech manufacturing […]

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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.