Archive for the ‘Mexico opportunities’ Category »
Budweiser and Busch are as American as camo seat covers in a F-150.
Yet a hostile offer by InBev SA (Brussels:INB.BR) on Anheuser-Busch (NYSE:BUD) is about to show us that the star-spangled King of Beers is up for play because it ignored emerging markets.
When you look at the dynamics behind the InBev bid, it’s important to see America as a diminished player. The headlines tell you that the economy is dismal. What Big Media rarely tells you is that smaller, developing economies are kicking our butt. American companies that count strictly on the U.S. for revenues are destined for the rustbelt of the future — or a foreign buyout.
Analysts have been badgering A-B for years that it relies too heavily on the U.S. — one of the slowest growing beer markets in the world. A-B has buried its head in the sand as InBev and other competitors have pushed into high-growth emerging markets.
The Big Land Grab in Mexico
More than a million foreign nationals have crept into the costal regions
of Mexico already… but that number is growing.
They are seeking cheap, easy access to the 2,000-mile border with the United States, and the Mexican government is helping them, even creating laws to aid them. Why? Because these people pump $5.3 billion into the country’s economy every year.
Mexico’s being paid off, and certain U.S. agencies are joining in. They want to make it even easier for foreign nationals to creep into our southern neighbor’s towns and cities.
In one popular nest, the wave of zealots has reached 60 people a day. That’s about 15% a year as the size of this camp has grown to over 200,000. The state government in the area is allowing this group to run rampant; the incoming cash is too hard to resist.
An article in Business News Americas may tip off investors to a profit gusher in Mexico.
Their small piece I saw yesterday reported that Mexico could take front and center in an important investment conference this September. If some of the news we expect is actually announced, it could be one of the biggest bombshells to hit Latin oil.
At the Latin Asia Business Forum 08 (LAB08) held in Singapore from September 22-23, Mexican officials could detail their progress on rewriting the legal framework for private investments in state-owned oil.
Mexico’s LAB08 presentations could detail initiatives that would let foreign companies have greater participation in public-works projects for transportation, telecommunications and energy development.
And it’s the energy development that caught our eye. As I write this, a revamp of Mexico’s national oil company is being pushed by President Felipe Calderon.
