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EMERGING MARKETS BUSINESS
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Jan 22, 2024
Colombia's Largest Retailer Switches From French to El Salvadoran Hands
In a David and Goliath scenario, an El Salvadoran family-owned retailer with 111 stores has successfully acquired a controlling stake in Col
Jan 19, 2024
Milei Puts Falklands Back on Negotiating Table at Davos
David Cameron and Javier Milei have "agreed to disagree" on the matter of who owns the strategically positioned Falkland Islands. The Argent
Jan 15, 2024
LEGO to Open Its $1.3 Billion Factory in Vietnam This Year
LEGO is investing heavily to expand its Mexico plant as well as its operations in Vietnam. What makes this one special is the proximity to c
Jan 15, 2024
Laredo Demonstrates How Border Towns Can Gain From Nearshoring
Much of the future investing targeting nearshoring, particularly from institutional real estate investors, will occur on the American side o
Jan 15, 2024
Fitch is Cautiously Optimistic About Latin American Real Estate in 2024
GDP growth is expected to be less than what was experienced in 2023 (2.8%), and considerably less than in 2022 (4.0%). Fitch expects the...
Jan 15, 2024
Brazil's Demographic Headwinds: Too Few Young People and Too Many Retirees
Latin America's demographic woes are caused by high rates of young people immigrating to wealthy countries seeking economic advantages, and
Jan 13, 2024
Panama Canal’s Problems Are Design Defects Not Neverending Droughts
The restrictions imposed have been blamed on droughts and are the strictest since 1989 when the nation was closed during invasions to depose
Jan 13, 2024
Mexico Has Doubled Gasoline Production Under AMLO
Pemex produced 300,000 barrels of gasoline a month in 2018. In 2023 it closed with an average of 655,000 per month. This puts Mexi
Jan 13, 2024
Colombia’s Peso Unlikely to Depreciate to 5,000 Again in 2024
The political risk of Gustavo Petro taking power caused the peso to collapse in 2022 when it rose to over 5,000 pesos for every dollar. The
Nov 23, 2023
Argentina is Back on Investors' Radars
Smart investors ought to be paying attention to Argentina, something big is afoot and you don't want to miss out. Plan to strike in 2025 and
Oct 21, 2023
Replacing Brazil as the King of South America 🤴
Argentina is poised and ideally suited to rapidly overtake Brazil as the most important economy and geopolitical influencer in South America
Oct 14, 2023
Argentina Was Born to be an Exporting Superpower
Argentina was born to be an exporting superpower. It has superb geographic attributes and advantages, fertile and arable land, strong econom
Oct 7, 2023
What the hell went wrong with Argentina?
After nearly 100 years of devotion to Peronism, the Argentina of today is one characterized by corruption, underperformance, inflation, unpa
Sep 30, 2023
Mexico Industrial Might be the Biggest Bubble in the History of LATAM Real Estate
Bubbles in the investment world occur when a surge in asset prices is driven not by fundamentals, but instead by hype, wishful thinking, ove
Sep 23, 2023
Investor Spotlight: Paladin Realty Partners
An assessment, and interview with the CIO, of one of the most active real estate investors in Latin America over the last four decades.
Sep 16, 2023
Part 2: Data Center Series
In this three-part series we will examine the data center investment thesis and its impact on emerging market real estate investors.
Aug 26, 2023
BRICS Expansion is a "Nothingburger"
This week’s BRICS Summit welcomed Saudi Arabia, Iran, Ethiopia, Egypt, Argentina and the UAE to its alliance. The consequences of the summit
Aug 18, 2023
📈 Invest in Economically Complex Emerging Markets
Economic complexity correlates highly to relative GDPs of nations, and the spending power of its participants. More complex economies, even
Aug 11, 2023
Crowdfunding of Emerging Market Real Estate
An introduction to the crowdfunding of real estate transactions as applied to emerging markets.
Jul 14, 2023
The Time Has Come for Mexico's Interoceanic Corridor
Mexico's ambitious project to provide a faster and cheaper alternative to the Panama Canal will require $50 billion of investment capital tr
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