Archive for the ‘Mexico’ Category

DHL Invests In Latin America As Clients Expand Supply Chains Beyond China

Courtesy of The Financial Times, an article on DHL’s efforts to build new warehouses across alternative manufacturing hubs including Mexico, Malaysia and Vietnam: Deutsche Post DHL is investing €500mn in its Latin American business as it seeks to capitalise on growing demand to expand supply chains beyond China. The logistics group is building out new […]

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Mexico’s Growing eCommerce Infrastructure Is Built On Top of Its Smallest Shops

Courtesy of Rest of World, an interesting look at how, while Amazon and MercadoLibre get all the credit, it’s really a patchwork of mom-and-pop shops that keep Mexico’s e-commerce running: Online sales in Mexico grew by 80% in 2020, and they’ve since kept growing by over 20% every year. Amid this trend, neighborhood corner shops, […]

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Sour Power: LatAm Countries Among Top Lemon Producers

Courtesy of Latinometrics, an interesting look at the importance of Latin American and other emerging markets in global lemon production: Let’s start this story about lemons and limes by clarifying some confusion: Generally speaking, lemons are ‘limas,’ and limes are ‘limones’ in Spanish. As native Spanish speakers, this has always been a significant source of […]

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Mexico and Brazil: What Lies Ahead for Latin America’s Largest Economies

Courtesy of RANE’s Strator Worldview, analysis of Mexico and Brazil’s economic prospects: While Brazil and Mexico have proven financially resilient in the face of tighter global financial conditions, insufficient structural reforms in both countries and global economic fragmentation will stymy their economic growth in the coming years. However, compared with Brazil, Mexico is poised to […]

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Brazil & Mexico: Transforming Latin American Convenience Stores

Via Emerging Markets Today, an interesting look at how Brazil and Mexico are transforming the usual Latin American convenience store: Convenience stores (or c-stores) in Latin America have been expanding consistently in recent years. Due to shifting consumer preferences, urbanization, and the rising demand for products that can be used on the go, convenience stores […]

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Mexico’s Brew Coup: The Real Reason Bud Light Sales Are Plunging

Courtesy of The Washington Post, an interesting look at Mexico’s global dominance in the beer market: After the Great Recession, the Dutch had a solid grip on the global beer market, powered by Holland hop heavyweight Heineken. But within a decade, the Netherlands — indeed all of Europe’s hoppy heartland — would be unceremoniously thrashed […]

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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.