Posts From Daniel Lemaitre
“The Interview” shows the value of political risk analysis
The latest Hollywood film by Sony Pictures generated a small fraction of the forecasted box office revenue because of disruptions and threats by the North Korean government. This example demonstrates
Latin America sees second leftist wave
In 2014, there were presidential elections in El Salvador, Costa Rica, Panama, Colombia, Brazil, Bolivia, and Uruguay, with right-of-center and pro-business parties losing every contest. In December 2013, GRI noted
Tax cuts will not save Peru’s mining sector from falling prices
Recently proposed tax cuts demonstrate the Peruvian government’s attempt to deal with slower growth and stagnating foreign investment. Regardless, if mineral prices continue to fall, investment in extractive industries will not maintain the
Brazil elections: Why the left has already won
Whoever wins the Brazilian presidential elections will have to accommodate a powerful legislature dominated by left of center parties, opposed to macroeconomic adjustment and proposals to attract foreign investment. Although the
Pacific Alliance countries primed for infrastructure investment
Latin American markets present opportunities for multinational corporations in the construction industry. The countries that are most likely to invest in infrastructure are the Pacific Alliance countries since they are
Latin America still low on ‘Ease of Doing Business’ scale
The ‘Ease of Doing Business’ ranking has improved for Latin American countries since 2005, but important regulatory areas such as tax law, contract enforcement, and commercial lending need to be overhauled
Colombia risks being caught in middle-income trap
Colombia is becoming a popular Latin American investment market. But if Bogotá wants to grow beyond the middle-income range and become a long term-investment destination, the government will have to emphasize better governance
GRI Series on Brazil: Elections precede economic reform
In Brazil, economic adjustment will have to come from within the ruling party after the October elections. Complex political coalitions and a shared national social policy agenda have created a
Armed conflict, stalled bureaucracy limit Colombia’s economic growth
Global Risk Insights has reported that the largest problem for Venezuela’s PDVSA and Mexico’s Pemex is falling oil production. Now, another South American country, Colombia, has also reported a decrease in oil