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Origin Story of the Bretton Woods Order
The origin story of the Bretton Woods order gives the context required to understand why globalization failed and what is coming next. In...
Five Fearless Predictions for 2024
As 2023 sets here are some big and bold predictions for 2024.
Suez Canal and Emerging Markets
The conflict in the Red Sea has disrupted the Suez Canal but does it actually matter, who is impacted, and what about the oil?
Fairytale of Office-to-Residential Conversions
Converting underutilized offices to residential is difficult to pull off and in most cases cheaper to demo and build the apartment...
The DRC is Africa's Saudi Arabia 🔋
Cobalt is essential for EV batteries and the DRC contains 50% of the world's reserves and is responsible for 70% of global production.
Emerging Markets Need Fed Rate Cuts Now
The impact of fed monetary policy on emerging economies is difficult to understate. When rates are low, emerging market debt and equities ar
Argentina is Back on Investors' Radars
Smart investors ought to be paying attention to Argentina, something big is afoot and you don't want to miss out. Plan to strike in 2025 and
Origin of "Emerging Markets"
“Emerging markets” is a descriptor generally used to describe the handful of countries not too rich, and not too poor, and not too closed to
Coworking Is Not The Holy Grail
The biggest news in real estate this week was the Chapter 11 bankruptcy filing by WeWork. Let’s take a look at the coworking office business
Exclusive Q&A: Brittain Ladd & Peter Schatzberg
Two top international business experts share what they are telling their CEO clients about the state of the world.
Thailand's Land Bridge Parallels Mexico's Interoceanic Corridor
Both countries have an opportunity to alleviate shipping chokepoints while boosting their own economies and geopolitical standing.
Replacing Brazil as the King of South America 🤴
Argentina is poised and ideally suited to rapidly overtake Brazil as the most important economy and geopolitical influencer in South America
Argentina Was Born to be an Exporting Superpower
Argentina was born to be an exporting superpower. It has superb geographic attributes and advantages, fertile and arable land, strong econom
What the hell went wrong with Argentina?
After nearly 100 years of devotion to Peronism, the Argentina of today is one characterized by corruption, underperformance, inflation, unpa
Mexico Industrial Might be the Biggest Bubble in the History of LATAM Real Estate
Bubbles in the investment world occur when a surge in asset prices is driven not by fundamentals, but instead by hype, wishful thinking, ove
Investor Spotlight: Paladin Realty Partners
An assessment, and interview with the CIO, of one of the most active real estate investors in Latin America over the last four decades.
Part 3: Data Center Series
In this three-part series we will examine the data center investment thesis and its impact on emerging market real estate investors.
Part 2: Data Center Series
In this three-part series we will examine the data center investment thesis and its impact on emerging market real estate investors.
U.S. ReElement Enters Africa | 02.18.2025
Your curated selection of weekly Africa business and investment headlines.
China's FDI Dwarfs US' | 01.28.2025
Your curated selection of weekly Africa business and investment headlines.
Apple Halts DRC Mineral Purchases | 01.07.2025
Welcome to Afrika Vantage, your insider's guide to investing and doing business on the African continent. Stay informed about the Lobito Cor
Strong Dollar Troubles Africa | 11.26.2024
Your curated selection of weekly Africa business and investment headlines.
Weekly Roundup | 11.19.2024
Your curated selection of weekly Africa business and investment headlines.
Weekly Roundup | 11.12.2024
Your curated selection of weekly Africa business and investment headlines.
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Latin America
Canadian Pension Fund Exits Manhattan Office Sector with 90% Loss in Firesale Deal
The $437 billion Canadian pension plan recently sold its 45% stake in 10 East 53rd Street for $7M, a 90% loss from its 2012 purchase price o
Imminent $239 Million Office Property Default Expected, This Time in Seattle
A $239 million loan by Martin Selig Real Estate, a major player in Seattle's property market, has been sent to a special servicer. The loan,
Washington DC Property Sells at Stunning 83% Discount to Assessed Value of $225.7 Million
Gallery Place, a prominent mixed-use development in Washington, D.C.'s Chinatown neighborhood, is set to be purchased for $39 million, repre
Phoenix's Westin Hotel Faces Foreclosure Just Two Years After Opening
Phoenix's Westin Hotel Faces Foreclosure Just Two Years After Opening
PIMCO's $3.9 Billion Office Acquisition Leads to $1.7 Billion Loan Default and $700 Million Haircut
PIMCO's $1.7 billion office loan tied to a 5.5 million sf portfolio across four U.S. cities defaulted in February 2023. The lenders, Goldman
Chicago Building Sells For 90% Discount From $27 Million Purchase Price 11 Years Ago
Chicago office real estate faces severe challenges. A 10-story building at 216 W. Jackson Blvd, bought for $22.3M in 2013, was recently sold
The Global Tremors From China’s Real Estate Crisis Are Only Just Starting
Chinese investors are selling real estate assets globally to raise cash amidst a deepening property crisis at home, potentially revealing th
Hines Global CIO Foresees Real Estate Investment Shift from 'Search for Beta to Search for Alpha'
David Steinbach, Global Chief Investment Officer and Co-Head of Investment Management at Hines shares his perspectives on the global real es
Mark Mobius Says Moroccan Property Company Douja Promotion Groupe Addoha is a Buy
It's rare for Mark Mobius to recommend real estate, making his interest in Douja Promotion Groupe Addoha notable. The firm has a strong mark
Kigali's $2 Billion Innovation City Construction Scheduled to Begin in September 2024
The $300 million construction of Kigali Innovation City (KIC) will start in September, following agreements signed between the Government of
Bankenveld District City Development in Johannesburg Clears Key Hurdle with Land Purchase Approval
A major real estate project in the northern suburbs of Johannesburg, named the Bankenveld District City, has recently received...
South Africa's Power Issues Help Drive Microsoft's $1 Billion Data Center Investment in Kenya
Microsoft and G42 are investing $1 billion in Kenya's digital infrastructure, marking the largest private-sector digital investment in the c
Zambia Joins $150B Sukuk Market with Eden Villas' $3 Million Real Estate Issuance
Zambian developer Eden Villas Properties is set to issue the country's inaugural Sukuk, aiming to raise $3 million. Sukuk, or Islamic bonds,
Coworking Works in Africa According to AfricaWorks Founder
AfricaWorks, a leading coworking space provider, operates in eight African cities and is set to launch in Johannesburg, further contributing
Africa Takes Aim at Avocado Market Expected to Reach $26 Billion by 2030
The global avocado market is expected to reach $26.04 billion by 2030, growing at a compound annual growth rate of 7.3%. Africa, already a m
Pepkor Sells The Building Company ("TBCo") to Capitalworks in $62.4 Milion South African DIY Acquisition
Pepkor Holdings, a leading retail group, divests its stake in TBCo to Capitalworks Private Equity for $62.4 million (i.e., ZAR 1.2 billion),
Fibra UNO Escalates Courtship of Terrafina's Assets Aiming to Create Mega-Industrial REIT in Mexico
Fibra UNO's proposed industrial mega-merger aims to create Mexico's largest industrial REIT by combining three portfolios into 487 propertie
Milei’s Historic “Pacto de Mayo” to Revive Argentina’s Economy and Real Estate Market
In a historic move, Argentina's President Javier Milei is set to sign the "Pacto de Mayo" on May 25, a significant date in the country's his
Mexico's Labor Woes and Lack of Investment Hamper Toyota's North American Production
A recent report by Reuters indicated that Toyota halted production for 19 days in February and March at one of its Mexican production facili
Purina Boosting Investment in Guanajuato Adding 94 Jobs to 600 Already Employed in Mexican Facility
Nestlé Purina invests $221M in Mexico, its top Latin American market, expanding its pet food plant in Silao to become the largest in the reg
China's BYD Postpones Chile Lithium Ambitions as U.S.'s Albemarle Gets 240,000 Metric Tons Lithium Quota Boost
Chile's CORFO has agreed to increase Albemarle's lithium production quota by 240,000 metric tons of lithium metal equivalent (LME), nearly 5
Lululemon Mexico Acquired By Vancouver-Based Parent
Lululemon Athletica is acquiring its franchisee, Lululemon Mexico, which operates 15 stores since entering Mexico in 2017. Despite alleged s
Panama's Non-Action to Secure Darien Gap Frustrates Mexico's Nearshoring Ambitions
The Darien Gap, a remote jungle between Panama and Colombia, is a dangerous route for migrants seeking to cross into the US. In 2023, 520,00
Juan Valdez Poised to Control 25% of U.S. Colombian Coffee Market
Juan Valdez's footprint is about to grow in North America through a strategic partnership with GCC, aiming for $100 million in sales by 2030
Vietnam's Property Sector Attracts $1.98 Billion of FDI So Far in 2024, up 70% Year-on-Year
Vietnam attracted $1.98 billion in foreign direct investment (FDI) in its property sector in the first five months of 2024, a 70% increase y
Luxury Home Sales Plunge 50% in Singapore So Far in 2024
Singapore's luxury home sales have plunged by 50% in the first quarter of 2024, significantly impacted by cooling measures, increased intere
With China’s Property Market Struggling, India, Korea and Vietnam Are Hot
China's commercial property market is slumping due to a combination of companies pursuing a "China-plus-one" strategy to mitigate geopolitic
Hyosung's $2 Billion Vietnam Investment Plan to Include a Data Center
Hyosung Corporation plans to invest $2 billion in Vietnam, including a data center in Ho Chi Minh City, expanding its presence in advanced m
Microsoft CEO Pledges Nearly $5 Billion for Southeast Asia Data Center Investments
Microsoft CEO Satya Nadella recently concluded a visit to Southeast Asia, committing billions to enhance the region's cloud and artificial i
Japan's NTT Set To Buy 49% of Philippines' PLDT Data Center Business
PLDT, the leading telecommunications provider in the Philippines with a market capitalization exceeding $5 billion, is negotiating the sale
Overview of the AI Boom Fueling Data Centers in Asia
Asia Pacific, including Japan, has led dealmaking activities in the global data center market this year, with M&A value totaling $840.47 mil
Vietnam's Ten-Year Quest for Emerging Market Upgrade Lingers On After Latest Setback
Vietnam's stock market upgrade to emerging status has been delayed due to the State Securities Commission's rejection of a new trade clearin
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