Andres Oppenheimer: Latin America maybe doing better than it seems

Andres Oppenheimer: As we anticipated in a recent column, the International Monetary Fund and the World Bank have just released pretty grim economic forecasts for Latin America in 2015. But the truth is, only three big countries will do badly — and the rest of the region will do pretty well. Both the IMF and the World Bank, which held their annual meetings in Washington, D.C., last week, estimated that Latin America and the Caribbean will grow by a meager 2.2 percent next year, one of the region’s worst…
International Listed Funds with Large Farm Land Holdings in South America

International Listed Funds with Large Farm Land Holdings in South America Some of the global listed companies with large land holdings and featured in many of the agricultural funds include. In addition to these there is a number of private companies with up to 1,000,000 hectares involved in Agriculture. ie El Tejar in Argentina and Brazil. Cresud (CRESY) is an Argentinean agricultural company that invests in land, cattle and technology. Cresud generates profits through the acquisition, transformation…
Where are Chinese retail Investors putting their money ?

WHERE CHINESE ARE HEADING This year, South Korea, Thailand and Japan are the top 3 countries for China’s rising middle-class travelling overseas. South Korea received a boost from its popular soap operas – which China’s first lady, Peng Liyuan is even a fan of. Japan’s weakened yen makes for affordable travel, and Thailand became more attractive to Chinese travellers due to its loosened visa requirements. For China’s affluent, the US, Australia, New Zealand, Europe and Dubai are considered…
Paraguay becomes world’s 8th -largest exporter of beef, ahead of Argentina
Paraguay becomes world’s 8th -largest exporter of beef, ahead of Argentina Paraguay now ranks as the eighth-largest exporter of beef in the world and is planning to double the number of cattle slaughtered by 2020, according to the country’s Rural Association, ARP. Last year 2.2million head of cattle were slaughtered in Paraguay, and 73% of the beef was exported while the rest was domestic consumption. Argentina on the other hand, only managed to export 200.000 tons last year. This year Paraguayan…
Is Argentine property a buy ?

Is Argentine property a buy ? Argentina is now one of the cheapest markets in the world. With good reason, Argentina has been out of favor for ten years, due to its current and past incompetent fiscal management and erratic investment policies. For some time there has been a concern that it was following in the footsteps of the failed state of Venezuela previously led by the deceased dictator Hugo Chavez. However, there a large differences between Argentina and the Central American Countries have followed the…
Latin America is Bank Santander’s Cash Box

Latin America represents 51% of group’s profits; In Argentina, Santander Río is its biggest private entity Emilio Botín, the powerful chairman of the Santander group who died on Tuesday, had strong ties with Latin America that went well-beyond the financial elite. He rubbed shoulders with Spanish royalty and regularly received political leaders and heads-of-state at his office in Madrid. Botín was able to take advantage of cultural and language ties to rapidly expand his group into Latin America, where…
Why there will be water wars sooner than you think

Water has become a real issue as the people around the world are finding out more and more. New techniques for desalinating ocean waters might be an answer and this might solve the problem of rising ocean levels! Here is a great article from Simon Black who reports on some astounding data from around the world. Shanghai, China A few days ago I had a conversation with the Chief Operating Officer for our agricultural fund in Chile. We were discussing water, and he told me that roughly 60% of California…
Startups businesses surge in South America

(This article was written by Mark Lennon and Christine Magee and was published on July 1, 2014 on CrunchBase, for which they work as analysts.) Winter is coming in South America, but for investors and entrepreneurs things are starting to heat up across the continent. New tech communities are sprouting up in South America to serve the 200M+ population that is increasingly reliant on internet and mobile technology. In June the accelerator program Start-Up Chile announced Generation Ten, its latest batch of…
Why and How to invest in South American Agriculture ?

Many of the topics that were considered fringe in the past but are now coming to reality with the effects of global warming; the morality of food miles when countries use diminishing resources to ship food a long way to any market, geopolitical power shifts, the potential break up and loss of power in the United States, along with the growing power of Asia, Brazil, and the Pacific rim countries, like Australia and Chile, are all topics of hot discussion. GTSA obviously has its own agenda in all this as we see…
What happens to the Soya that South America exports ?

Soya is one of the most rapidly spreading crops in the world, particularly in South America export. The demand continues to rise due to the increased consumption of meat and dairy products and the biofuels boom. It is the crop that provides the largest amount of protein per hectare, and it is used to make fodder for animals, prepared foods, vegetable oil, industrial inputs and recently, biofuel. The principal producing countries are Brazil, the United States and Argentina . These countries lead in exports,…
Argentina’s debt fight with the Vulture Funds harboured in the US: What it is, why it matters to the world

Argentina’s 13-year debt fight with creditors erupted in U.S. courts last week, and the results were messy. Argentina had asked the U.S. Supreme Court to overturn a lower court’s ruling that it must pay $1.5 billion to hedge funds for bonds Argentina had defaulted on in 2001. The Supreme Court refused to hear its appeal a victory for the hedge fund investors whom Argentina’s president, Cristina Fernandez, had called “vultures.” Fernandez had said Argentina couldn’t afford…
China needs more of the worlds food, making investing in the Agriculture sector a sure bet

By Ding Xuedong To the people, food is the most important issue under the sky.” So says an old Chinese proverb; but if that is so, the clouds may be darkening. As the world’s population grows – and as its people grow more prosperous and more carnivorous – it will only become more difficult to provide a plentiful supply of food at affordable prices. I n many countries, food security is already an urgent challenge, as the world food price crisis of 2007-08 showed. According to research by the UN Food…
Argentina’s richest 15 families worth is over 27 Billion US dollars

Argentina’s richest 15 families worth is over 27 Billion US dollars ( 2014 ) The total fortune of the 15 wealthiest Argentines has been estimated at 26.85 billion dollars, falling just shy of the 27.679 billion dollars currently in the Central Bank’s foreign reserve account, according to a list of the country’s richest people published recently by the local edition of Forbes magazine. The difference being this money is real whereas no one believes the Argentine Central Bank actually has 27 Billion…