Latin America Is Now China’s ‘Backyard’
January 24th, 2023
Via Newsweek, commentary on China’s growing engagement with Latin America: The People’s Republic of China is moving into Latin America in force. Excluding Mexico, China is the region’s largest trade partner. In 1981, Cuba was the only Latin American country trading more with China than the U.S. China’s two-way trade with the region was $12 […]
Read more »Despite 6th President in 4 Years, Peru’s Economy Keeps Humming
December 9th, 2022
Via McClatchy DC, commentary on Peru which – despite having its sixth president in four years – has a strong economy: When Peruvian President Dina Boluarte was sworn in on Dec. 7 as her country’s sixth leader in the past four years, virtually all news reports pointed out that Peru is one of the world’s most […]
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 »Peru’s Blueberry Revolution
September 28th, 2022
Via Latinometrics, a report on how Peru became the world’s #2 blueberry producer in a decade: Carlos Gereda was the spark that lit Peru’s blueberry boom of the past decade. He asked a simple question: “can blueberries grow in Peru?” In 2006, he brought 14 varieties from Chile to see which ones adapted well […]
Read more »Chinese State Shipping Conglomerate Builds New Belt and Road Hub in Peru
May 17th, 2022
Via Nikkei Asia, a report on COSCO planting its flag in South America with $3bn Peruvian port: Major ports along the west coast of the Americas have been snarled for much of the last two years due to COVID and global shipping challenges such as the Ukraine war. Outside a sleepy South American fishing town, Chinese […]
Read more »Peru’s Economy: A Rocky Road To Recovery?
September 16th, 2014
Courtesy of the Financial Times, a report on Peru’s economy: In less than 24 hours Peru’s economy – once feted as Latin America’s star and now struggling with a slowdown – suffered two blows. First, on Sunday evening, the surprising loss of its respected finance minister, Luis Miguel Castilla. Then, on Monday morning, the announcement […]
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.