Emerging Markets

Brazilian Oil Takes Another Step Closer to Nationalization

Unless you’re tapped into Brazilian media you may not fully understand how serious the current regime is about nationalizing oil.

On August 28, we wrote a piece that questioned whether or not Brazilian President Luiz Inácio Lula da Silva would follow the leaders of other South American countries to exploit oil for the greater good of the populace.

If Brazil does move ahead on this agenda, it could be really bad news for Petrobras (NYSE: PBR) — especially since the stock may have priced in some huge recent offshore finds.

Latin America Offers Solid Opportunities in Renewable Energy

Taipan Publishing’s Sara Nunnally thinks we are seeing the first wave of renewable energy investments in Latin America. The region is one of the fastest growing in today’s global economy, and countries like Chile are turning to wind and solar power to boost local energy capacity. However, ongoing political and instability in the region makes any new venture risky, so Sara recommends sticking to established European firms for solid profit opportunities…

And the Price of Inflight Pretzels Will Surely Follow…

Jet fuel is now a U.S. airline’s number one cost, surpassing labor. The Air Transport Association of America (ATA) has calculated that every dollar increase in the price of oil means an additional $430M in annual fuel expenses for U.S. passenger and cargo airlines.

What You Aren’t Hearing About China

Have you ever had your beliefs questioned… only to find out you were wrong? If you have, then you know just how hard it can be to change your belief around to what is actually true. I bring this up because today I’m asking you to take another look at a closely held belief.

Protest at Tata Plant Evidence of Indian Identity Crisis

At a price of just $2,500 each, Tata Motors Ltd.’s (TTM) Nano was billed early in its development as the world’s cheapest automobile and the only car that was both affordable and practical enough for India’s quickly burgeoning middle class. But the car that was emerging as a bright symbol of middle-class opportunity in fast-growing India could now epitomize something much darker: The human cost of rapid industrialization.

8 Facts That Show America Is No Longer Top Dog

“It does not take any prophecy or forecasting to see the second Industrial Revolution unfolding at light speed in places such as China and India,” says Mayer’s Special Situations editor Chris Mayer. That’s why any investor worth his salt must include overseas markets in his long-term investment plan. Below, Chris lists eight facts that show America is no longer top dog in the world economy…

Looking Back, Thinking Forward

“All I know”, the philosopher Socrates said, “is that I know nothing.” And so it is true for most of us. We know nothing, but we can imagine we know a lot. How many of us “knew” that oil would rise from USD 70 to USD 150 in less than one year? Or that the price of rice or wheat or gold would rise the way it has risen - in the time horizon that it has.

Russia’s NATO Envoy Could Affect Crude Oil Prices

Dave Gonigam writes again about the potential impact of sour U.S.-Russia relations on crude oil prices. Moscow’s envoy to NATO, Dmitri Rogozin, is toughening up his rhetoric to the West, and his hardline views appear to be gaining traction in the Kremlin. Dave says Rogozin will be a key figure in determining how political tensions could affect the energy markets

Bancolumbia (CIB) Is a Good Bet on Colombian Growth Story

Money Morning’s Martin Hutchinson is generally a cynic when it comes to investing in Latin America. Argentina, Chile, Venezuela and Bolivia have all disappointed. There are two exceptions: Brazil and Colombia. Martin says the Columbia’s long-term record is the best in the region. Here he recommends how to invest in this high-growth economy…

Will Brazil Really Nationalize Its Oil?

Brazilian oil workers with the FUP oil union have threatened a nationwide strike, in what seems like another step toward nationalized oil in Brazil

The saber rattling is aimed at Brazil’s biggest oil company, Petrobras (NYSE: PBR). While contentious union relations at Petrobras are part and parcel of the company’s operations, what’s different here is that the conversation focuses on the pre-salt layer off Brazil, triggered by last year’s massive Tupi find.

The newest breakthrough revealed these discoveries are likely to be contiguous, falling under a new set of guidelines that precariously lean toward nationalization of Brazilian oil...

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