Mexico and Peru: Soft Fruit Superpowers
April 18th, 2023
Via the World Economic Forum, a look at how Peru and Mexico boosted berry production hundreds of times over in just 10 years: Carlos Gereda didn’t know what he was starting when he brought some blueberries home to Peru from Chile in 2006. He wanted to know if they would grow in his native soil […]
Read more »Olmos Irrigation Project: Potential To Transform Northern Peru
February 20th, 2023
Via Gateway to South America, a report on a massive hydrological project that has the potential to transform northern Peru: Since before Inca times (XV-XVI centuries), Peruvian people constrained by the Central Andes region geographical characteristics have strived to dominate water for agriculture. Perú climate zones: Coast, Sierra and Forest Irigation channel in […]
Read more »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 »China’s Global Port Investments Give Rise to Security Worries
November 19th, 2022
Via the Wall Street Journal, an article on Chinese investments in overseas ports: Security concerns related to Chinese investments in overseas ports are mounting as the country’s firms acquire more stakes at shipping hubs around the world and geopolitical tensions rise. Chinese companies have expanded investments at foreign ports in recent years and now run major container terminals in locations […]
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.