OUTLOOK 2010

Jim Rogers’ Crystal Ball

January 2010 | Ian McCluskey, Miami

The legendary investment guru and long-time commodities booster shares his views on the global economy, the commodity bull market and how Mexico, Brazil, Colombia and other Latin American economies will hold up in 2010 and beyond.

Latin America’s Pending Fire Sale

August 2009 |John Price, Miami

With multinational firms beating a retreat, local exporters under siege and plenty of overleveraged multi-latinas, private equity groups are licking their lips at the prospect of acquiring Latin American assets at fire-sale prices. Let the bidding begin.

Latin America Outlook for 2009: Taking stock of the financial crisis and adjusting plans.

November 2008 | John Price

The recent financial crisis has shaken business confidence across the globe. Emerging markets are victim to a financial meltdown that is largely not their doing. Latin America witnessed the erosion of its enviable macroeconomic position in a matter of weeks as capital flew the coop and currency prices plummeted. After six years of consecutive growth, global business became accustomed to and even reliant upon a steadily expanding Latin American market. Now companies are questioning their plans for 2009 and wondering out loud how best to address the risks and potential opportunities facing them in the year ahead.

Fact Finding and Asset Recovery in the Economic Crisis. What To Do Now? Special Edition

October 2008 | Kroll

The current economic crisis has stricken many of our clients like no other calamity in anyone’s memory. The challenges facing CEOs, CFOs and chief counsels are tough, the issues are difficult to size up, and often there is little hard, publicly available information to go on.

In Tightening Economies, Market Intelligence Becomes a Must

September 2008 | Guillaume Corpart

Record high oil prices, rising food costs, the US mortgage crisis, weak financial markets and global inflation all characterize 2008, rattling the very essence of our consumption-driven economies. These difficult times make us rethink our habits as both consumers and as business people operating in the broader global play. Just as shifting economic currents are molding consumption habits, so too are they challenging companies to rethink their modus operandi.

"C is for Consumption:" The new Brazilian C-class consumers and challenges ahead

August 2008 | Natan Rodeguero

In 2004, Tendencias forecast the continuous decrease in Brazilian interest rates, progressive economic stability, strong reduction in unemployment rates, and an increase in available credit.

Market and Business Intelligence Trends in Latin America

June 2008 | Guillaume Corpart

Multinational growth strategies in Latin America have shifted recently after years of steady economic growth, a strengthening middle class, expansion of credit, and the growing strength of global players in the region. Now facing increasing competition in first tier markets, growth strategies focus on deepening one’s presence in existing markets and expanding into second tier markets. The following presentation explores these emerging trends in market and business intelligence for Latin America strategic planning.

Latin America

October 2007 | John Price

After 59 months of uninterrupted expansion, investors in Latin America keep pinching themselves and wonder out loud, “When will it end?” The recent financial market correction felt around the world on the heels of the US sub-prime mortgage crisis brought many a dooms-dayer to the fore with predictions of currency slippage and spiking interest rates. But Latin America is far less vulnerable than it used to be to contagion, politically inspired capital flight or drastic currency corrections. Latin America will not fall from one fatal blow, but it does risk death by a thousand cuts if it fails to reform itself into a more competitive economy.

Brazil: FDI Opportunities and Pitfalls

April 2008 | Shanti Salas

Brazil’s GDP grew 5.4% in 2007 to US$1.1 trillion. Foreign direct investment in Brazil practically doubled from 2006 to 2007, from US$18.7 billion to over US$34 billion. While growth is projected to slow to 4.8% in 2008, investment opportunities abound in Latin America’s largest economy. Brazil is slated to have more IPO’s than any other Latin American country in 2008. Despite the general optimism, pitfalls are real and can be extremely detrimental to the foreign investor. Undisclosed liabilities, hidden ownership, and questionable practices and reputations of local management are some of the issues that a company could face when doing business in Brazil. In almost 30% of all partnerships, acquisitions or joint-ventures, a potential problem lies just under the surface.