Latin America
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 [...]
India’s Tata Consultancy Services to double Latin America sales
India’s top software service exporter, Tata Consultancy Services Ltd (TCS), sees Latin American sales more than doubling by 2015 as the company targets one of the world’s fastest growing regions. TCS, which is owned by India’s biggest industrial conglomerate, provides IT, consultancy and outsourcing services in Mexico, Argentina, Chile, Uruguay, Brazil, Ecuador and Peru. “We [...]
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 [...]
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 [...]
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 [...]
Cash Crops: Buying Farmland for Income in South America
Investors nervous about the stock market and in search of better returns than a money-market fund might consider plowing cash into farmland, say some financial planners. via online.wsj.com The Article talks about the prospects for US farmland, but South American farmland is worth a look by US HNW investors. An acquisition of farmland parcels of, [...]
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 [...]
Everyone Wants Security, As Farmland Prices Go Parabolic
Latin America price arbitrage exists in hi-quality farmland – prices ranging from $2000 to $3000 per acre in Uruguay and Paraguay, for ready to farm properties. The problem of feeding Asia exists no matter if the USD and EUR ultimately become worthless over the next 2 decades with massive money printing. Farmland prices will likely [...]




