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Suez Canal and Emerging Markets
The conflict in the Red Sea has disrupted the Suez Canal but does it actually matter, who is impacted, and what about the oil?
Thailand's Land Bridge Parallels Mexico's Interoceanic Corridor
Both countries have an opportunity to alleviate shipping chokepoints while boosting their own economies and geopolitical standing.
Latin America
Fibra UNO Escalates Courtship of Terrafina's Assets Aiming to Create Mega-Industrial REIT in Mexico
Fibra UNO's proposed industrial mega-merger aims to create Mexico's largest industrial REIT by combining three portfolios into 487...
Nearshoring Surge Increases Complexity for Cross-Border Carrier Shipments into Mexico
The nearshoring boom has added complexity to US-Mexico cross-border shipments. US carriers need a 3:1 trailer-to-tractor ratio, with border
Mexico's Labor Woes and Lack of Investment Hamper Toyota's North American Production
A recent report by Reuters indicated that Toyota halted production for 19 days in February and March at one of its Mexican production facili
Purina Boosting Investment in Guanajuato Adding 94 Jobs to 600 Already Employed in Mexican Facility
Nestlé Purina invests $221M in Mexico, its top Latin American market, expanding its pet food plant in Silao to become the largest in the reg
China's BYD Postpones Chile Lithium Ambitions as U.S.'s Albemarle Gets 240,000 Metric Tons Lithium Quota Boost
Chile's CORFO has agreed to increase Albemarle's lithium production quota by 240,000 metric tons of lithium metal equivalent (LME), nearly 5
Colombia Plans $20 Billion Rail Corridor as Panama Canal Alternative Through the Darién Gap
The Turbo-Cupica corridor aims to revitalize Colombia's railway infrastructure, offering an alternative to the Panama Canal. With a $19.4 bi
Africa
Confronting the China Challenge in Africa: The Lobito Corridor
China remains a dominant economic force in Africa, having invested $1.8 billion in the first half of 2023 alone, marking a year-on-year incr
Suez Canal and Emerging Markets
The conflict in the Red Sea has disrupted the Suez Canal but does it actually matter, who is impacted, and what about the oil?
Southeast Asia
VinFast's $2.4 Billion Loss Highlights EV Challenges
VinFast shares approached meme-stock status in 2023 making it briefly the third most valuable car company in the world. Now that the shares
Mexico's Embrace of BYD Puts Free-Trade and Tesla Gigafactory at Risk
Mexico's EV manufacturing potential is immense and the impact of the USMCA on EV trade is on the verge of making Mexico an EV manufacturing
Vietnam: Chip Daydreamer or Semiconductor Star?
Vietnam has a booming "low-end" electronics manufacturing sector and now has its sights on a new challenge of carving out a niche in the fie
German Tire Company Doubling Down on Vietnam
The leading bicycle tire company in Germany, Schwalbe, is doubling down on its Vietnam manufacturing operations. It has operated in the coun
In Downturn Vietnam Shines For European Investors
American investors tend to view Vietnam through the lens of manufacturing and investment flows and trade agreements reflect that perception.
Nestlé Invests Further $100 Million in Vietnam to Expand Coffee Production
Nestlé has a strong presence in Vietnam to make products to sell to the Vietnamese consumer, but particularly with coffee, export is also th
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