Globalism 2.0

Globalism 2.0 – Episode 11. Reshaping Spheres of Influence


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1. Spheres of Influence are Re-forming

  • The anti-Russia efforts have been led by Europe and the US.
  • Former colonies (Africa, SE Asia, India, etc.) are showing less enthusiasm for increasing sanctions.
  • Old alliances are still holding together in some cases, but much of the world is in play.
  • US decision-makers (you) will face the challenges from a persistent America First approach.
  • 2. Are we already in Economic Word War 1?

    • US Treasury is actively pushing Russia into default.
  • Russia loses MFN status.
  • New investments in Russia are ILLEGAL for US & Euros
  • 3.LatAm is the place to be – and everyone knows it but you.

    • Well – not really. But CrunchBase is reporting that LatAm was the #1 recipient of venture cap funds in 2021.
  • Mattel is the latest MNC to announce a big investment in Mexican production capacity.
  • China sees. LAC BRI investment has been growing significantly.
  • Peru instituting new taxes to make sure domestic producers aren't making windfall profits. In other words, it's different here. Tread carefully – but make your move.   
  • ...more
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    Globalism 2.0By globalism2 / Andrew Hupert