Archive for the ‘Peru’ Category

Emerging Market Investors: Drop A Bric and Pick Up A Bimchip

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 […]

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China’s Global Port Investments Give Rise to Security Worries

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 […]

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Peru’s Blueberry Revolution

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 […]

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Chinese State Shipping Conglomerate Builds New Belt and Road Hub in Peru

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 […]

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Peru’s Economy: A Rocky Road To Recovery?

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 […]

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Colombia

Via The Economist, a report on Colombia’s continued economic growth which has now overtaken Peru to become the region’s fastest-growing large economy: AS HE prepared to begin a second term as Colombia’s president on August 7th, the first name that Juan Manuel Santos inked in for his cabinet was Mauricio Cardenas, who keeps his job […]

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About This Blog
Wildcats & Black Sheep is a personal interest blog dedicated to the identification and evaluation of maverick investment opportunities arising in frontier - and, what some may consider to be, “rogue” or “black sheep” - markets around the world.

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.