Zdroje a bohatstvo
Jeden z najbohatších ľudí žije v Latinskej Amerike. Bude sa viac investícií sústreďovať mimo južnejšie od USA?
Who is the world's richest man? Warren Buffett? Bill Gates? Or Carlos Slim of Mexico?
As unbelievable as it may appear at first blush, the correct answer is Carlos Slim. With an estimated net worth of $68 billion, his wealth exceeds Gates' $59 billion and Buffett's $54 billion. How is this possible?
Because Latin American stocks are now enjoying their greatest boom in history — and that boom has dramatically boosted the value of Slim's net worth.
Powerful megatrends are powering the boom:
1. Population Explosion
Within the next decade, Brazil and Mexico's combined population will exceed that of the United States. Already, with 180 billion, Brazil is the fifth most populous country in the world. And already, for each U.S. citizen or resident in the United States, there are 1.9 Latin Americans. Latin America has five cities — Mexico City, São Paulo, Buenos Aires, Rio de Janeiro and Lima — with over eight million people.
2. A New Energy Boom
About 300 miles off its southern coast, Brazil has made one of the largest oil discoveries of all time. But a Credit Suisse study released on January 3 estimates that the total potential find could be as much as 46.5 billion barrels. If confirmed, this new alone would boost Brazil's total reserves to close to the 60-billion-barrel level — rivaling that of Russia, one of the world's leading energy exporters.
Meanwhile, Brazil continues to make major headway in developing renewable sources of energy. Its production of sugar-based ethanol grew 13% in 2007 and should grow another 10% in the crop year beginning March.
3. The Boom in Metals and Materials
Growing global demand for metals has rekindled intense interest in South America's mineral wealth. The region holds some of the world's largest and most competitive deposits of alumina, bauxite, copper, iron ore, nickel and zinc.
That's an enviable position, given the soaring prices for each of these commodities.
Stocks in Latin America cannot entirely avoid the impact of any sharp declines in U.S. stocks. But any setbacks in Latin American stocks should be jumped on as buying opportunities.
Zdroj: MM
07.02.2008