Economics – Indicators, Policy and Trends

Drive: The surprising truth about what motivates us

YouTube – RSA Animate – Brilliant!


Buy Farmland and Soft Commodities like sugar, cotton:How to Invest Like Jim Rogers

Jim Rogers again talking about how depressed agriculture commodities are relatively to others which have boomed recently and that is where investors should look. (Sugar is still off 70% of its all-time high reached in 1974, Wheat – he doesn’t mention it, is at 200 yr lows, in inflation-adjusted terms.) TheStreet.com Jim Rogers, legendary contrarian investor, [...]


Latin America: India’s next frontier

Image via Wikipedia I think the India-Latin America trade corridor is one of the last frontiers in business. India does more trade with Africa – 2-way flows about $40 billlion, which has  a fraction of the overall GDP($2,5Tn at PPP) compared to Latin America (almost $6Tn at PPP)  – 2-way flows about $16billion. So, the [...]


Brazil’s growing international presence

The BBC recently had an optimistic profile of Brazil’s position on the world stage. The article argues that Brazil has been largely successful at putting its own house in order, and is increasingly seen as a strong force in the international arena as well. Democracy and democratic institutions have been strengthened. At the same time, [...]


Venezuela’s bid to join Mercosur

For those who might be unaware, Mercosur is a regional trade agreement between Brazil, Argentina, Uruguay, and Paraguay. It is somewhat comparable to NAFTA, though there are some significant differences. Recently, Venezuela has been actively trying to join Mercosur, but before it can, all four member countries have to give their approval. So far the [...]


Three factors that can derail India’s growth

Rediff.com Business Water Freshwater withdrawal today by steel, cement, aluminium, fertiliser, paper and power sectors is equivalent to the total domestic water demand (around 42 billion cubic metres per annum).Freshwater consumption (water that is lost through evaporation, products and wastes in industries) equals the total drinking and cooking water needs of India (5.6 billion cubic [...]


Brazil’s crisis philosophy: Foreign currency reserves trump IMF credit lines

One reason for Brazil’s relative success at navigating the current economic crisis is that it maintains US $243 billion in foreign exchange reserves. These reserves have acted as a crisis fund, of sorts, for the Brazilian government. Brazil has been able to use the fund to avoid having to rely on credit lines from international [...]


Brazil’s agricultural output expected to rise

Brazil is an agricultural powerhouse and a world leader in exports of soybeans, sugar, orange juice, and coffee. It is also one of the top producers and exporters of cotton, poultry, and beef. This trend of Brazilian dominance in agriculture seems poised to continue with an expected 8.5% increase in production for grains, legumes, and [...]


Rogers y Faber: “La economía de EE.UU. volverá a defraudar

estrategiaynegocios.net Rogers: Quizás la salud económica del planeta sea algo mejor que la actual, al menos a comienzos de 2010, aún así el único sector donde puedo asegurar que los fundamentos han mejorado es en las commodities. Al fin y al cabo, si la economía sube, las commodities se dispararán y si la economía continúa [...]


Developing countries need $83 bn a year to feed 9.1bn people in 2050

 livemint.com Primary agriculture investment needs include some $20 billion a year earmarked for crop production and $13 billion for livestock, the FAO said in a paper ahead of a forum on how to feed the world in 2050 it is due to hold on 12 Oct-13 Oct in Rome. A further $50 billion a year [...]