Investing
Frontier Investing – Asia and Latin America
TWO OF AMIT WADHWANEY’S passions are international stocks and ethnic restaurants. That he is an avowed value investor is no surprise, given that Third Avenue Management, his employer, was founded in the mid-1980s by famed bargain-hunter Marty Whitman. Wadhwaney’s duties include running the Third Avenue International Fund (TAVIX). Barron’s recently caught up by Wadhwaney by [...]
Agriculture is one of the great places to be – Jim Rogers on Bloomberg UTV in India
Jim speaking at an event – “Investment strategies in an emerging financial lanscape”. Funny to see the Indian interviewer’s (probably an MBA!) WTF reaction to Jim’s comments on agriculture. In trying to sell the attractiveness of the farming business in South America to potential investors, I’ve found the going rough in India. People cannot imagine [...]
Developing economies should invest in each other
Successful LatAm companies and wealthy LatAm individuals would be reluctant to invest in Asia, given they are coming from a culltural framework of high uncertainty avoidance. Investing and doing business in tried and tested regions like the U.S. and Europe is preferred over the new.Times LIVE A preferential trade agreement (PTA) between the Southern Africa [...]
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 [...]
India’s Interest in Latin America/South America must go beyond World Cup: Not just football superpowers, agriculture superpowers as well
Note: an abbreviated version of this article titled “India’s Interest in Latin America must go beyond World Cup” was syndicated by Indo-Asian News Wire Service. A few portals that ran the article include: SIFY, TradeIndia, IndiaNewsPost, ThaIndian, SouthAsiaMail, ProKerala, Gulf Times, Qatar and the Ministry of Overseas Indian Affairs. Over the next few weeks, millions [...]
Venezuela strays from its policy of nationalization
Venezuela has been particularly hard hit by the global recession over the last few years. Last year alone, the country experienced 27% inflation and a 2.9 percent decline in economic output. Times are tough enough, in fact, that famed “anti-capitalist and Marxist” Hugo Chávez has declared that, “Investment and experience from foreign oil firms is [...]
With $2.6bn at stake in Mexico, India Inc swings into action
The Times of India Indian Inc has begun taking measures to counter any possible impact on employees and operations from the outbreak that is rapidly spreading across nations. Some 15 Indian companies–from IT to pharmaceuticals to auto components–have delivery centres or manufacturing facilities in Mexico. The prominent names being Infosys, Wipro, Birla Carbon Black, Dr [...]
Why Go to Mexico?
Mexico as a nearshoring destination for manufacturing and IT companies.BusinessWeek COSTS The peso has dropped 41% vs. the dollar since August, making Mexican wages and rents more attractive compared with those in China, the U.S., or Canada.LOGISTICS Mexican goods can reach U.S. cities in two days, vs. a month from China—a big factor as importers [...]
India, Chile should bolster economic ties: CII
In my experience in the U.S. and India, I find Chilean embassy staff to be amazingly business-friendly with a facilitative, and not a bureaucratic, mindset. That bodes well to attain the goals outlined in this study. 3 years ago in Delhi, then Chilean Ambassador to India, Amb. Jorge Heine invited me to meet him, and [...]
Jim Rogers Busy Turning Raw Land Into Farmland in Brazil
Recession or no recession there are no holidays or time-offs for eating…As Indians get richer, more of them will eat higher quality food – and about few hundred million will step up from 1/2 to 3 meals a day. Brazil is one of the few places where massive areas of land can be brought under [...]




