After China, Globalization May Lead To Mexico
January 2nd, 2023
Courtesy of the New York Times, a look at how – as American companies seek to limit their exposure to the pitfalls of making goods in China – some are moving production to Mexico: As American companies recalibrate the risks of relying on Chinese factories to make their goods, some are shifting business to a […]
Read more »Emerging Market Investors: Drop A Bric and Pick Up A Bimchip
December 4th, 2022
Courtesy of The Financial Times, an article on some emerging markets viewed with promise: As a glutton for investment punishment, I return to the vexed subject of emerging market equities and bonds. In July I suggested that a selective strategy of investing long term in key emerging markets (EM) might make sense, even though most […]
Read more »Mexico’s Sweet Success With Raspberry Production
November 16th, 2022
Courtesy of Latinometrics, an interesting look at Mexico’s sweet success around raspberry production: Mexico is Now the World’s #2 Raspberry Producer Does this chart look familiar? After publishing the story about blueberries in Peru, someone suggested we look into raspberries in Mexico, which has also exploded — production has grown 128x in 20 years. Berries are […]
Read more »Mexican Movie Theaters: Major Players In Global Cinema Industry
July 21st, 2022
Via Latinometrics, a look at how Mexican movie theaters are major players in the global cinema industry: Two Mexican Brands Among the Largest Movie Theater Chains Mexican movie theaters are major players in the global cinema industry. Cinépolis, or the “City of Cinema,” was founded in 1947 by Enrique Ramírez in the Mexican city of Morelia. […]
Read more »Mexico’s Biggest Convenience Store Chain Wants To Become A Superbank
March 25th, 2022
Via Rest of World, a report on how Mexico’s biggest convenience store chain wants to become a superbank: Since late November 2021, Mexico’s ubiquitous Oxxo stores have been covered with bright purple signs. “Get your Spin by Oxxo card!” Spin by Oxxo, a ready-to-use Visa debit card and app, is the company’s latest attempt to merge […]
Read more »How Latin America Became Tech’s Next Big Frontier
October 14th, 2021
Courtesy of The Financial Times, an article on how Latin America became tech’s next big frontier: Buying a used car, renting an apartment or opening a bank account: all recurring nightmares in Latin America, because of reams of paperwork, lethargic bureaucracy and legal pitfalls. Start-ups created to tackle problems like these are propelling the region […]
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.