FiNETIK – Asia and Latin America – Market News Network

Asia and Latin America News Network focusing on Financial Markets, Energy, Environment, Commodity and Risk, Trading and Data Management

Latin America: Investors News Letter 18 April 2013

MEXICO

Mexico Peso Declines as U.S. Earnings Crimp Outlook for Exports

Mexico says Nestle to sell Pfizer baby food business

MEXICO CITY – Swiss food giant Nestle will sell the assets of U.S. pharmaceutical company Pfizer’s baby food business in Mexico, a business it acquired globally in an $11.85 billion deal last year, Mexico’s competition watchdog said on Monday.

Analysis: Mexico’s smaller homebuilders set to gain as top three struggle

MEXICO CITY – Mexico’s top three homebuilders, facing heavy debt burdens and holding land where Mexicans no longer want to live, will sell fewer homes this year, leaving a market wide open for smaller rivals or even private equity funds to snap up business.

Mexican manufacturing: from sweatshops to high-tech motors

SILAO, Mexico – Made in Mexico is increasingly more likely to mean cars than clothes as the country’s manufacturing sector moves away from the low-skill, high-volume production lines of the past toward more sophisticated products.

VIP Interview: Enrique Peña Nieto, forging the future

Enrique Peña Nieto, President of Mexico, on a new spirit of democracy and cooperation, and the economic future of Mexico.

BRAZIL

Itau Bet on Stocks Outside Brazil Leads Latin America Funds

QItau Unibanco Holding SA has found a winning strategy for the Itau Latam Pacific mutual fund: avoiding shares from the bank’s home country, Brazil.

 Brazil’s Votorantim Cimentos files for $5.4 billion IPO

Votorantim Cimentos S.A., Brazil’s biggest cement producer, on Wednesday filed with regulators to raise up to $5.4 billion in an initial public offering of its units.

Brazil clears Pão de Açúcar’s appliance stores deal

BRASILIA/SAO PAULO – Grupo Pão de Açúcar SA , Brazil’s biggest retailer, won regulatory approval on Wednesday for its 2009 purchase of the Casas Bahia and Ponto Frio appliance chains in exchange for selling less than 8 percent of their store fronts.

Brazil Indian-farmer standoff intensifies, tribes storm Congress

BRASILIA – Brazilian Indians are trying to derail a congressional proposal to change the way indigenous lands are recognized, intensifying a standoff between the powerful farm sector and a carefully protected minority by literally storming the floor of Congress.

Special Report: Rough justice as Brazil tries to right past wrongs to Indians

MARAIWATSEDE, Brazil – Damião Paridzané was nine years old in 1966 when the Brazilian Air Force loaded him and hundreds of other Xavante Indians onto a cargo plane. | Video

UK-based TMO Renewables building cellulosic fuel plant in Brazil

SAO PAULO – UK-based TMO Renewables said on Friday it plans to build Brazil’s first commercially viable second-generation ethanol plant, betting on the South American country’s need for non-food-based biofuels.

Brazil’s Embraer looks to shock Lockheed with price of cargo jet

RIO DE JANEIRO – Brazilian planemaker Embraer SA is looking to shock rivals with the price of its KC-390 military transport plane when it starts booking firm orders within the next 12 months, according to a senior executive.

Higher volumes and more investment for Brazilian railfreight
INTERNATIONAL RAILWAY JOURNAL – Despite a slowdown in economic growth, Brazil’s freight railways invested nearly Reais 4.9bn ($US 2.4bn) in new infrastructure and equipment last year, a 6.6% increase over 2011,

LATIN AMERICA

British Firms Explore Trade Opportunities in Mexico and Colombia

A four-day trade mission to Mexico and Colombia by medium-sized British businesses took place in March, focusing on high value opportunities in key sectors.

Jamaica’s decades of debt are damaging its future

The latest IMF loan does not ‘rescue’ Jamaica, whose debt must be written off if its people are to take control of their economy

 The Logistics Hub Project and Jamaica’s Development
An ideal location midway between North and South America, in close proximity to the Panama Canal contributes to this advantage. The Panama Canal will be widened by 2015 to accommodate wider ships and Jamaica hopes to capitalise on this by expanding its port facility and affiliated infrastructure spread over four south coast parishes: namely Kingston, St Catherine, Clarendon and St Thomas. An IDB (2010) study on the productivity of the LAC region concluded that “ports and airports are grossly inefficient.

Latin America’s top port faces logistical woes
Santos’ cargo handling volumes made a strong start to 2013, with the port hitting a record high of 7.9 MM tons, up 27 percent year-on-year, according to Santos’ Port Authority CODESP. If the trend continues, the port is expected to close 2013 with total cargo traffic of 109 MM tons, up from 104 MM last year and 97 MM in 2011. But a record soybean harvest this year has clearly overwhelmed its storage and loading capacity. “It seems that our infrastructure can’t cope with the growth in grain production,” said Sergio Mendes, executive director of the Brazilian Cereal Exporters Association (ANEC). Last month, the logistical nightmare reached epic proportions, with a 64-kilometer traffic jam of trucks waiting to unload their soybean cargo outside Santos port. And the port congestion and resulting shipment delays led Sunrise Group, China’s largest soybean importer, to cancel an order to buy 2 MM metric tons of Brazilian soybean.

Latin America’s Largest PV Projects

As of April 1, 2013, 9.8 gigawatts of large-scale PV projects had been announced in Latin America and the Caribbean. Currently, the generating capacity of projects in operation is just 114 megawatts. Of the 9.8 gigawatts’ worth of announced projects, 731 megawatts have signed off-take agreements of some sort (power purchase agreements, feed-in tariff contracts, etc.) and a further 168 megawatts are under construction. These large numbers have generated a lot of hype for various Latin American markets, in particular, for Chile, Mexico, and Brazil.

Filed under: Banking, Brazil, Central America, Chile, Colombia, Energy & Environment, Latin America, Mexico, Peru, Risk Management, , , , , , , , , , , , , , , , , , , , , , , , ,

Alternative Latin Investor: Hedge Fund Latin America Issue 19

We are proud to announce the launch of our 19th issue of Alternative Latin Investor, with a special focus on Hedge Funds within the region.

Special Issue: Hedge Funds Latin America

 LatAm’s Maturing Hedge Fund Industry  – The Need for More Managers in the Andean Region

Why LatAm Equity Funds are Looking Beyond Brazil

LatAm Hedge Fund Experts Weigh in on the Current Political and Economic Context

Hedge Fund Marketing Post-JOBS Act: Concepts to Begin the Advertising Conversation

Victor Hugo Rodriguez of LatAm Alternatives
LatAm’s Maturing Hedge Fund Industry

As they did in 2011, LatAm hedge funds are leading the world in returns in 2012. According to the November Eurekahedge Report, which tracks global returns through October, LatAm is up 8.17% in 2012, well head of Asia ex Japan, with 6.40%, and emerging markets in general, with 6.14% …

Latin American Art
2012 Auction Recap
Following inconsistent results during the 2-week stretch of mega-auctions of Impressionist/Modern and Art Post-War/Contemporary art at Sotheby’s, Christie’s and Phillips, anticipation for the Latin American art sales ran high. Evening sales featuring Latin American masterworks at both major auction houses preceded considerable day-sale offerings …

…and much more. Banking, Regulations, Political Risks,  Foreign Direct Investment, Renewable Energy, Agri Business, Wine Investment, Infrastructure, Art Investment

Please view and access Issue 19  in the following formats

Virtual Viewer    http://www.alternativelatininvestor.com/issue19-preview.htm

For more details and information please view http://www.alternativelatininvestor.com

Source: AlternativeLatinInvestor 14.12.2012

Filed under: Argentina, Brazil, Central America, Chile, Colombia, Energy & Environment, Latin America, Mexico, News, Peru, Risk Management, Wealth Management, , , , , , , , , , , , , , , , , , ,

Latin America: Investor News Letter 17 November 2012

Mexico

Slim Acquires Controlling Stake in Real Oviedo, El Pais Reports

Billionaire Carlos Slim agreed to invest 2 million euros ($2.5 million) to acquire a controlling stake in Spain’s soccer team Real Oviedo, newspaper El Pais reported today.

Mexico lawmaker introduces bill to legalize marijuana
Sherwin-Williams to buy Mexico’s Comex for $2.34 billion
Mexico Third-Quarter GDP Rose at Slowest Pace in Over Year
Cemex Latam Falls in Bogota After $1.14 Billion Initial Sale
Mexican banks invest domestically
Mexico: Investors’ New China
TransCanada to build, operate Mexican natural gas pipeline; will invest US$1B

 

Brazil

Top names drop off list of Thyssen Americas bidders

FRANKFURT – Several top steelmakers are sitting out ThyssenKrupp’s auction of its U.S. and Brazilian mills and there appears little interest in the latter, suggesting the German firm may fall well short of its $9 billion asking price.

Eletrobras to take over bankrupt Brazil power utility
Cuba opens sugar sector to foreign management
Microsoft’s investment in Brazil to spur Rio research boom-execs
Telecom Italia looking at GVT, other opportunities
Wuhan Steel shelves plans to build Brazil mill
A new wave of Brazilian infrastructure investment
Brazil’s Itaqui port plans $3.2 billion upgrade
Rio Olympics, World Cup at risk with royalty bill, governor warns

 

Latin America

Paving the Way  High-­Tech Financial Infrastructure Hits LatAm

Foreign market leaders such as Fidessa, Direct Edge and Navatar are challenging local providers in the race to meet the booming region’s needs. The growth in size and sophistication of LatAm capital markets has both fueled and been fueled by the implementation of high-tech financial infrastructure in the region, as the hardware and software that have  been the foundation …

 Latin American yields fall further in a warning to bond investors
Impoverished Iberians, booming Latin America eye new relations
Africa and Latin America Still Fight Vulture Funds
More LatAm ETFs Your Broker Forgot to Mention
UN asks LatAm firms to grow with social responsibility
Private Equity Lures Pensioners as Bond Yields Sink
Argentina’s Debt Restructuring Argument Could Be Very Significant For The Global Economy
Argentina’s YPF 3rd-Quarter Profit Down 51% on Year at $159 Million
Bolivia Returns to the Global Bond Market
Chile pension fund-ordered estimate lowers Endesa Latam asset value
Chilean regulator to put new limits on pension fund investments
Germany’s Solarstrom enters Latin America with 2MW in Chile
Colombia opens criminal probe into Interbolsa collapse
Colombia’s Interbolsa brokerage to be liquidated
Public-Private Partnerships in Colombia: Scaling-up Results
Paraguay, Worst LatAm Economic Result of 2012
Peru May Invest About $5.2 Billion in Water, Wastewater Projects
Aeropuertos del Peru mulling over opportunities in Brazil and Chile
Overseeing Peru’s international appeal at ProInversión

Filed under: Argentina, Banking, Brazil, Chile, China, Colombia, Energy & Environment, Latin America, Mexico, Peru, Risk Management, , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,

Latin America: Investor News Letter 19.October 2012

Mexico

Elektra to offer No-Fee Banking and Long Term loans to US low income population
Billionaire Ricardo Salinas said he wants to offer no-fee banking deposits and longer-term loans to low-income U.S. consumers, aiming to export his Mexico business model, successful in 8 Latin American countries to the world’s biggest economy.

Mexico’s market shines as reforms, confidence take hold
NYSE Technologies, Bolsa Mexicana and ATG build Mexican trading infrastructure
Slim-backed Mexican firm plans IPO, new cement company
Alsea to invest $110 million in Mexico, Argentina Starbucks cafes
Mexico passes law to combat cartel money laundering

Brazil

Itau Sinks as Rousseff Plan Hurts Bank Profits: Corporate Brazil

Brazil’s push to drive down consumer borrowing costs is eroding the value of its biggest banks.

Brazil wants to restrict strikes in public sector
Monsanto suspends collection of royalties in Brazil following state court ruling
Brazil M&A hits five-year low on turmoil, state intervention
Brazil and South Africa Form Partnership On Future Investment Promotion Initiatives
Brazil’s Water Sector Benefits From Investment Ahead of World Cup, Olympics

Latin America

Cencosud of Chile to Acquire Carrefour Colombia Division

Cencosud SA agreed to buy Carrefour SA’s Colombian unit for 2 billion euros ($2.6 billion) as it taps rising consumer spending in Latin America and the world’s second-largest retailer retreats from markets it can’t dominate.

Venezuela/Paraguay rift spoils Brazil’s plans for a ‘normal’ Mercosur summit
Singapore, the fastest growing market for Latin America
CAF Encourages Singapore to Invest in Latin America
Cuba Praises China-Latin America Ties
Latin America can produce double-digit investment returns over next decade
Arab and Latin American leaders agree to investment bank
LatAm’s Largest Solar Power Plant  in Peru receiving 40 MW of Solar PV Modules from China
Arab and LatAm leaders agree to investment bank
Peru central bank could allow more pension funds invested abroad
Latin American Ratings Strong Enough to Weather a Commodity-Cycle Downturn
Latin American gold rush brings riches, conflict
Latin lithium output mired in controversy

Source: Various 19.10.2012

Filed under: Argentina, Banking, Brazil, Chile, China, Colombia, Energy & Environment, Mexico, Peru, Singapore, Venezuela, , , , , , , , , , , , , , , , , , , , , , ,

Latin America: Investors Newsletter 13 July 2012

Mexico

One of the most attractive emerging markets in the world 13.07.2012
Behind the gory headlines lies a country with strong economic growth and surprisingly prudent management. Here’s why Mexico could be one of the most attractive emerging markets in the world
Mexico Growth Prospects Remain Positive Despite Weaker Data  12.07. 2012
Mexico economy seen slowing heading into the second half. Blame the U.S. on this one.
Sorry Brazil, Investors Prefer Mexico 10.07.2012
For a growing number of portfolio investors, Brazil has been replaced by Mexico.

 

Brazil

Latin America

See also LIQ Latin America Infrastructure and ALI Alternative Latin Investor  

Filed under: Brazil, Latin America, Mexico, News, , , , , , , , , , , , ,

Latin America: Investors Newsletter 8 June 2012- Alternative Latin Investor

Get Out of the Shade -Gaining Exposure to LatAm Renewables
With LatAm’s regional renewables sector so nascent, there is a consensus among the industry and investment experts with whom ALI spoke that the best way to gain exposure to its growth is through sector- and region-focused funds and, in some cases, focused equity plays.

Global Forex Recap & LatAm speaking with City Credit Capital
Uncertainty in Europe, elections in the US, and the threat of escalating ‘currency wars’ are all key global issues likely to influence Latin American foreign exchange markets in the near future…

Filed under: Argentina, Brazil, Chile, Colombia, Latin America, Mexico, News, Peru, , , , , , , , , , , , ,

Alternative Latin Investor: Investing in Mexcio Issue 14

The Alternative Latin Investor Issue #14 is focusing on Investing in Mexico.  Below some of the other content of issue #14. LAWEA pronounces 2012 ‘The Year of Wind,’ we explain how investors can publicly trade private equity in Mexico, as well as an in-depth update of foreign land regulation in Brazil and Argentina.

Special Issue: Investing in Mexico

    • Finding the Value in Mexican Real Estate
    • Understanding the Mexican Mortgage
    • The  Mexican Investment Environment
    • Investment Opportunities in Business Hotels and Affordable Tourism
    • Mexico City: Car Addiction
    • Improving Mexico’s Housing Finance Infrastructure
    • Private Equity in Mexico: Capitalizing on the Growing Middle Class
    • CKDs: The Marriage of Wealth and Growth
    • Mexico’s Outlook for 2012 and Beyond
    • What We Talk About When We Talk About  Infrastructure

Renewabale Energy:  2012: LatAm’s Year of Wind Energy
Agriculture Business:Red Roses, Blue Skies: A glimpse at the LatAm flower industry
HF:  What Hedge Funds Association (HFA) members have to say about LatAm
Emerging Markets: How Will European Banks’ problems affect  Latin America
Profiles:Investing in Argentina: A legal  Perspective
Forex:Trading LatAm currencies in 2012
Real Estate

  • 40  years of residential and commercial  Development in Colombia
  • Unconstitutional regulation in Brazil
  • Argentina’s Rural Land Law

Private Equity CKD: Public Private Equity
Latin American Art
Philanthropy
Regulation: Rural Land Laws – Brazil and Argentina

Please view and access Issue 14 in the following formats

Virtual Viewer   www.alternativelatininvestor.com/issue14-sample.htm

PDF   www.alternativelatininvestor.com/issue14-sample.pdf

For more details and information please view http://www.alternativelatininvestor.com

Source: AlternativeLatinInvestor 24.02.2012

Filed under: Argentina, Brazil, Chile, Colombia, Energy & Environment, Latin America, Mexico, Peru, Wealth Management, , , , , , , , , , , , , , , ,

Alternative Latin Investor: Latam Family Office January 2012 Issue Nr 13

The Alternative Latin Investor Issue #13 is focusing on family offices.  With some great content this issue, from maverick economist Doug Casey, estimates on the effect of climate change in the region, and of course with premium focus looking at the needs, attitudes and opinions of family offices in LatAm. Below some of the other content of issue #13.

 Renewable Energy 

  • Electric Energy Storage in Latin America: Smart Grid Technologies.

Funds 

  • Top Ten LatAm Hedge Funds
  • Mutual Funds in Argentina
  • Latin America fund assets to exceed $3 trillion by 2020

Emerging Markets

  • 2012 Should Be Better: A wasted year for LatAm Stock Markets
  • Investors Beware of Brazilian FIDCs (ABS) Backed by Consumer Credit

Agribusiness

  • Gauging the Effects of Climate Change on Brazilian Agri Output
  • 2011 Agribusiness Round Up

Forex

  • SPOT-trade’s Facundo Molina on Forex and CDFs
  • Mitigating Currency Risk when investing in LatAm

Private Equity 

  • A Primer on Colombian Taxes for the PE Investor

Art

  • Meso-American Remix
  • LatAm auction recap: Sotheby’s and Christie’s

Issue Focus: LatAm Family Business

 Please view and access Issue 13 in the following formats

Virtual Viewer
http://www.alternativelatininvestor.com/issue13.html
PDF
http://www.alternativelatininvestor.com/issue13.pdf 

For more details and information please view http://www.alternativelatininvestor.com

Source: AlternativeLatinInvestor 23.12.2012

Filed under: Argentina, Brazil, Central America, Chile, Colombia, Energy & Environment, Events, Latin America, Mexico, News, Peru, Services, Wealth Management, , , , , , , , , , , , , , , , , , , , , , , , , ,

Alternative Latin Investor: Premium Launch Issue Nr 11.

Alternative Latin Investor August 2011 – Issue 11 Premium Launch Issue

 News

Political Moves: brought to you by Latinnews.com

Emerging Markets

Growing M&A Activity between Asia and Latin America?

Latin American Venture Capital: Lessons Learned from China

Be careful What You Wish For- A Brazilian Cautionary Tale

Philanthropy

Cuipo: Saving the Rainforest One Meter at a Time

Nuts: Crops that Grow Well in LatAm

Entering The Brazilian Agribusiness Sector (Premium)

Infrastructure

Mezzanine Financing for LatAm’s Infrastructure

Energy

Investing in Brazilian Oil (Premium)

Art

Fine Art Funds: Taking the Soul Out of Art Investing?

Hedge Funds

MILA Integration

LatAm Fund Due Diligence: What Managers Need to Know (Premium)

Institutional Investing in LatAm: A Contrarian’s View (Premium)

Attracting US Institutional Investors to LatAm Funds (Premium)

Quant Funds in LatAm (Premium)

How HNWI in LatAm View Alternative Assets (Premium)

Forex

Spotting Opportunities in LatAm Forex Trading

Regulation

Tax Incentives: Software Development in Argentina

Ventures

Mercatrade: Inter-emerging Market Trade

QuickStart Global: Have an Office Anywhere

Real Estate

Airlift Encourages Latin America to reach for the skies

Read the content  at www.alternativelatininvestor.com/issue11.html 

To subscribe please click on the corner tabs within the above magazines or click directly to www.alternativelatininvestor.com/signup.php If your firm is interested in multiple licenses we can provide corporate discounts.

Please feel free email me directly with comments or questions regarding our current content or with suggestions for future stories. I can be reached at editor@alternativelatininvestor.com or 202-905-0378.

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Register for free to gain access to new feature article

Filed under: Argentina, Banking, Brazil, Chile, China, Colombia, Mexico, News, Peru, Risk Management, Wealth Management, , , , , , , , , , , , , , , , , , , , , , ,

10 Trends for 2011 by Gerald Celente

After the tumultuous years of the Great Recession, a battered people may wish that 2011 will bring a return to kinder, gentler times. But that is not what we are predicting. Instead, the fruits of government and institutional action – and inaction – on many fronts will ripen in unplanned-for fashions.

Trends we have previously identified, and that have been brewing for some time, will reach maturity in 2011, impacting just about everyone in the world.

1. Wake-Up Call In 2011, the people of all nations will fully recognize how grave economic conditions have become, how ineffectual and self-serving the so-called solutions have been, and how dire the consequences will be. Having become convinced of the inability of leaders and know-it-all “arbiters of everything” to fulfill their promises, the people will do more than just question authority, they will defy authority. The seeds of revolution will be sown….

2. Crack-Up 2011 Among our Top Trends for last year was the “Crash of 2010.” What happened? The stock market didn’t crash. We know. We made it clear in our Autumn Trends Journal that we were not forecasting a stock market crash – the equity markets were no longer a legitimate indicator of recovery or the real state of the economy. Yet the reliable indicators (employment numbers, the real estate market, currency pressures, sovereign debt problems) all bordered between crisis and disaster. In 2011, with the arsenal of schemes to prop them up depleted, we predict “Crack-Up 2011″: teetering economies will collapse, currency wars will ensue, trade barriers will be erected, economic unions will splinter, and the onset of the “Greatest Depression” will be recognized by everyone….

3. Screw the People As times get even tougher and people get even poorer, the “authorities” will intensify their efforts to extract the funds needed to meet fiscal obligations. While there will be variations on the theme, the governments’ song will be the same: cut what you give, raise what you take.

4. Crime Waves No job + no money + compounding debt = high stress, strained relations, short fuses. In 2011, with the fuse lit, it will be prime time for Crime Time. When people lose everything and they have nothing left to lose, they lose it. Hardship-driven crimes will be committed across the socioeconomic spectrum by legions of the on-the-edge desperate who will do whatever they must to keep a roof over their heads and put food on the table….

5. Crackdown on Liberty As crime rates rise, so will the voices demanding a crackdown. A national crusade to “Get Tough on Crime” will be waged against the citizenry. And just as in the “War on Terror,” where “suspected terrorists” are killed before proven guilty or jailed without trial, in the “War on Crime” everyone is a suspect until proven innocent….

6. Alternative Energy In laboratories and workshops unnoticed by mainstream analysts, scientific visionaries and entrepreneurs are forging a new physics incorporating principles once thought impossible, working to create devices that liberate more energy than they consume. What are they, and how long will it be before they can be brought to market? Shrewd investors will ignore the “can’t be done” skepticism, and examine the newly emerging energy trend opportunities that will come of age in 2011….

7. Journalism 2.0 Though the trend has been in the making since the dawn of the Internet Revolution, 2011 will mark the year that new methods of news and information distribution will render the 20th century model obsolete. With its unparalleled reach across borders and language barriers, “Journalism 2.0″ has the potential to influence and educate citizens in a way that governments and corporate media moguls would never permit. Of the hundreds of trends we have forecast over three decades, few have the possibility of such far-reaching effects….

8. Cyberwars Just a decade ago, when the digital age was blooming and hackers were looked upon as annoying geeks, we forecast that the intrinsic fragility of the Internet and the vulnerability of the data it carried made it ripe for cyber-crime and cyber-warfare to flourish. In 2010, every major government acknowledged that Cyberwar was a clear and present danger and, in fact, had already begun. The demonstrable effects of Cyberwar and its companion, Cybercrime, are already significant – and will come of age in 2011. Equally disruptive will be the harsh measures taken by global governments to control free access to the web, identify its users, and literally shut down computers that it considers a threat to national security….

9. Youth of the World Unite University degrees in hand yet out of work, in debt and with no prospects on the horizon, feeling betrayed and angry, forced to live back at home, young adults and 20-somethings are mad as hell, and they’re not going to take it anymore. Filled with vigor, rife with passion, but not mature enough to control their impulses, the confrontations they engage in will often escalate disproportionately. Government efforts to exert control and return the youth to quiet complacency will be ham-fisted and ineffectual. The Revolution will be televised … blogged, YouTubed, Twittered and….

10. End of The World! The closer we get to 2012, the louder the calls will be that the “End is Near!” There have always been sects, at any time in history, that saw signs and portents proving the end of the world was imminent. But 2012 seems to hold a special meaning across a wide segment of “End-time” believers. Among the Armageddonites, the actual end of the world and annihilation of the Earth in 2012 is a matter of certainty. Even the rational and informed that carefully follow the news of never-ending global crises, may sometimes feel the world is in a perilous state. Both streams of thought are leading many to reevaluate their chances for personal survival, be it in heaven or on earth….

See also http://www.trendsresearch.com/forecast.html

Source: Gerald Celente, Trendsresearch, 18.12.2010

Filed under: Banking, Energy & Environment, News, Risk Management, Services, Wealth Management, , , , , , , , , , , , , , , , ,

Alternative Latin Investor Issue 7 November/December

Alternative Latin Investor Issue 7 November/December 2010 click here for a free issue Issue 7  

Content Index

Infrastructure
  • Investing in listed shares of Latin American Infrastructure Companies
Emerging Markets
  • Latin America vs. Asia
Agribusiness
  • Ahuacatl: A Fruite for the Ages
Art
  •  Latin American Art Gains Momentum in Europa
Commodities
  • Brazil’s Energy Industry in the Wake of New South
Philanthropy
  • One Economy: Leveraging the Power of Technology to Improve Lives
Profiles
  • ALI Speaks with Bertrand Delgado: Senior Analyst for Emerging Markets and Latin America at Roubini Global Economics
Real Estate
  • Finding and Entrance into Mexico’s Affordable Housing Construction Finance Market.
FOREX
  • Increasing Threat of Currency “WAR’s” to Ignite 4th Quarter FX Activity?
Renewable Energy
  • Argentina’s Energy Framework: Preparing for an Onslaught of Renewable Energy Investment
  • Winds of Change: Harnessing Wind Energy in Brazil
Regulations
  •  New Bills Proposed to Amend the Law on Finance Entities in Argentina
Opinion
  • How will Nestor’s Passing Affect Argentina
Ventures
  • ALI speaks with Element 360 Founder, Chad Martin

Source: Alternative Latin Investor 02.12.2010

Filed under: Argentina, Banking, Brazil, Central America, Chile, Colombia, Energy & Environment, Exchanges, Latin America, Mexico, Risk Management, Wealth Management, , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,

Alternative Latin Investor Issue 6 September/October

Alternative Latin Investor Issue 6 September/October 2010 click here for a free issue

Issue 6 Content Index

  • Infrastructure Municipal Bonds in Latin America
  • Emerging Markets Let the World See Your Wares in the Right Light
  • Investment Flows and Stock Market Returns p
  • Agribusiness Beekeeping in Latin America
  • Art Pinta: The Contemporary and Modern Latin American Art Show
  • Commodities The BP Oil Spill
  • Sowing Pools: Alternative Financing
  • Funds Latin America’s Favorite Sport: For Sale
  • Philanthropy Ashoka: Inspiring and Supporting Tomorrow’s Leaders
  • Regulation Due Diligence: You Bought the Company, Now What?
  • Renewable Energy Opportunities in Argentine Biodiesel
  • Ventures Real Estate Colombia: Founder Chad Smalley
  • Economist Emerging Market Forecaster
  • Wine Stocking up for World Cup 2014
  • Hedge Funds The Spectrum of Investors for Latin American Hedge Funds by Merlin Securities

Source: Alternative Latin Investor 22.09.2010

Filed under: Argentina, Banking, Brazil, Chile, Colombia, Latin America, Mexico, News, Services, Wealth Management, , , , , , , , , , , , , , , , , , , , , , , ,

Chinese Gov’t urged to stop corn-based ethanol production

China’s industrial experts are advising the government to halt projects making ethanol bio-fuel with corn, as the projects are pushing up corn prices and sparking food security concerns. Zhao Youshan, director of the Commercial Petroleum Flow Committee (CPFC) under the China General Chamber of Commerce (CGCC), a national industrial organization, told Xinhua Tuesday he has informed the State Council, China’s Cabinet, of his views.

Zhao said livestock breeders in China are facing feed shortages as ethanol fuel makers- prompted by government subsidies of roughly 1,900 yuan (279 U.S. dollars) per tonne of ethanol they can produce – have rushed to buy corn. Makers of ethanol fuel also enjoy tax exemptions according to a policy approved by the government in 2004 designed to boost the bio-fuel industry’s development, Zhao said. The subsidies and preferential policies gave companies the incentive to buy corn, leading to price hikes and shortages of supply, he said. Higher corn prices at home also lead to more imports of the raw material.

Zhang Jianbo, a CGCC analyst, said China became a net importer of corn for the first time in the first half of the year. He said corn imports outweighed exports by 78 million tonnes. “The average corn price in July in northeastern China surged 15.7 percent year on year to 1,845 yuan per tonne,” Zhang said, adding that livestock breeders cannot afford the high prices.

“These projects pose a great risk for grain supply in China,” he added.  Zhao said China’s annual 10 million tonnes of ethanol fuel production could potentially consume 30 million tonnes of corn per year. In an interview with the Shanghai Securities Journal in July, Zhao said production costs for one tonne of ethanol range between 8,000 yuan and 9,000 yuan, adding the same amount of money could buy two tonnes of refined oil.

He suggested using other materials, such as cassava and wheat straw, to produce  ethanol. Zhao told Xinhua Tuesday in a telephone interview the proposal was presented to the State Council in June and is at present being reviewed by the National Development

and Reform Commission, China’s top economic planner.and Reform Commission, China’s top economic planner.

 

 

 

Source: CITIC Newedge, 11.08.2010 Mr. Liang Haisan

Filed under: China, Energy & Environment, News, Risk Management, , , , , , , ,

BlackRock Bob Dolls: 10 prediction for the next 10 years

“10 Predictions for the Next 10 Years” by BlackRock’s Bob Doll and what it means to investors:

  1. U.S. equities experience high single-digit percentage total returns after the worst decade since the 1930s.
  2. Recessions occur more frequently during this decade than only once a decade as occurred in the last 20 years.
  3. Healthcare, information technology and energy alternatives are leading growth areas for the U.S.
  4. The U.S. dollar continues to be less dominant as the decade progresses.
  5. Interest rates move irregularly higher in the developing world.
  6. Country self-interest leads to more trade and political conflicts.
  7. An aging and declining population gives Europe some of Japan’s problems.
  8. World growth is led by emerging market consumers.
  9. Emerging markets weighting in global indices rises significantly.
  10. China’s economic and political ascent continues.

Read Bob Doll’s full report  10 Predictions for the next Decade

Source:BlackRock / Carral Sierra, 02.08.2010

Filed under: Banking, Brazil, China, Energy & Environment, Japan, Korea, Mexico, News, Risk Management, Wealth Management, , , , , , , , , , , , , , , , , , , , , , ,

Alternative Latin Investor Issue 5 July/August

Alternative Latin Investor Issue 5 July/August 2010 click here for a free issue

Issue 5 Content Index

  • Argentine Wind Power A solid investment opportunity in Argentina’s market for wind energy
  • Vanilla Investment potential of the world’s second most expensive spice
  • The Latin American Trust Patricio Abal & Gonzalo Oliva-Beltrán explore a useful tool in project finance.
  • A New Era for Investment in Argentina Javier Canosa discusses post crisis investment issues in Argentina
  • Mexico: Superstar Player of the Emerging Economies Latin America’s newest investment beacon
  • Cuba: Return to capitalism?
  • Merlin Securities’ Best Practices for Latin American Fund Managers
  • Christie’s Latin Art Sale Breaks $20 Million Dollars
  • Chinese Brazilian Trade Ties Continue to Grow
  • Fine Wine Investors Thank Latin America for a Healthy Profit
  • Nordeste Invest : Coming to terms with a new reality        
  • Mark McHugh discusses the resilience of the Brazilian Real Estate Economy
  • Lending Opportunities In Mexican Affordable Housing
  • Mexico’s sovereign debt looks more attractive at present than that of any other G-8 country
  • LatAm Real Estate Index
  • Private Equity real estate investing  in Latin America
  • Forex:  The World Cup Effect
  • Investment Analysts Try Their Luck with World Cup

Source: Alternative Latin Investor 23.07.2010

Filed under: Argentina, Brazil, Chile, Colombia, Energy & Environment, Latin America, Mexico, News, Services, Wealth Management, , , , , , , , , , , , , , , , , , , , , , ,

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