Archive for the ‘Mexico’ Category

Reviving Mexico’s Economy

Via Foreign Policy, an interesting article on Mexico’s economy and how it could be revived: Mexico’s tepid economic performance in the last decade has been a major disappointment — and is one reason why the PRI, the less-than-democratic political party that was ousted in 2000 after 71 years of rule, has just returned to power […]

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Mexico: Numero Uno In LatAm?

Courtesy of The Financial Times, a look at Mexico’s potential over the coming decade: Forget the Bric countries or even just Brazil, the sweetheart of international investors over the past few years: it’s all about Mexico now. That is the overriding conclusion of a report on Mexican banks, which was published Tuesday. The Nomura Equity […]

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In a Change, Mexico Reins In Its Oil Monopoly

Via The New York Times, a look at the Mexican government’s increasing role in Pemex’s daily operations: Pemex, the state-owned oil company, invested billions at the Chicontepec field, but has extracted little petroleum. For seven decades, Pemex, Mexico’s state-owned oil monopoly and a mainstay of the government’s revenue, regulated itself — which is a polite […]

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Betting On Mexico’s Middle Class Kids

Via The Financial Times, an interesting look at consumer demographics of Mexico: Who wants to bet on the future of Mexico’s domestic economy? With private-sector economists revising down their 2011 growth forecasts, the number of takers may be starting to dwindle. But Aureos is piling on the chips. This week, the private equity fund management […]

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Mexico, the Un-Brazil

Via The Foreign Policy Association, an interesting comparison of Mexico and Brazil: Mexico’s technocrats have been seething at comparisons with Brazil for years. Who could blame them? From 2004-2009 Brazil’s growth rate doubled that of Mexico’s, just one of many indicators (foreign direct investment, exports, poverty reduction) that spelled Mexico’s—long self-annointed as Latin America’s vocero—comeuppance. […]

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Oil Nationalism in Latin America

Courtesy of Foreign Policy In Focus, an interesting report on oil nationalism in Latin America.  As the article notes: “…Latin America is endowed with 132 billion barrels of “proven” oil. Venezuela, Brazil, Mexico, and Ecuador have significant reserves and strong state involvement in the exploration and production of oil through their nationalized companies Petróleos de […]

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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.