Mexico’s Data Center Industry Is Booming: But Are Droughts and Blackouts The Price Communities Must Pay?
September 25th, 2024
Via The Guardian, an article on how many Mexicans fear the arrival of tech giants such as Amazon, Microsoft and Google in the state of Querétaro because they will place too much of a strain on scarce water and electricity resources: In a nondescript building in an industrial park in central Mexico, cavernous rooms hold stack […]
Read more »Mimosas Under Threat: Why Orange Juice Has Never Been More Expensive
September 19th, 2024
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 […]
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 »Chinese Firms Are Growing Rapidly in the Global South
August 1st, 2024
Courtesy of The Economist, a report on the rapid growth of Chinese firms in the Global South: For decades the world’s corporate titans have seen China as an essential place to do business. Chinese firms, it turns out, were no different. Their domestic market was vast and growing at a dizzying pace, so they had little […]
Read more »The Winners From U.S.-China Decoupling
July 15th, 2024
Via Foreign Policy, a report on how – from Malaysia to Mexico – some countries are gearing up to benefit from economic fragmentation: A full decoupling of the Chinese and Western economies could be a costly proposition. The International Monetary Fund estimates that it could shave around 7 percent off global GDP in the longer term, […]
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.