2. MACRO TRENDS
• Unrest in the Middle East and abroad
• Syria/Yemen/Libya
• Ivory coast
• LATAM “The Land of Money”
• Rare Earths, Energy, and Food
• Exploding EM middle classes
3. • Syrian unrest spreading; Government moving toward realignment to
dispel protests; Unsuccessful; Protesting leads to unsolicited shootings
by government security force
• Yemen unrest growing; Government reorganization successful; protests
mounting; president staying put; shootings on the rise
• Libya: NATO forces upping sorties into the region; more advisors on the
ground by French and British; Ghaddafi staying put as of now; rebels
advances, Misrata bombings.
• Ivory Coast: Elections reported as corrupt and current president refusing
to leave; Largest exporter of cocoa;
4. CÓMO RECUPERARSE DE LOS PAÍSES DE
AMÉRICA LATINA!
• Argentina
• Beef, Corn, Soybean
• Brazil
• Sugar > ethanol (100% of automobiles run on E85)
• Mexico
• Telecommunications
• Peru
• Highest projected growth in 2011 6.5% (IMF)
• Chile
• Flurry of IPO’s
• Possible 6.5% growth in 2011 (central bank)
• AquaChile SA: salmon farmer (private company
6. ENERGII
IR, JCI, WSO, HON, EMR, ETN
• Ingersoll-Rand, Johnson Controls, Watsco, Honeywell, Emerson Electric, Eaton
• Power control and energy efficiency heating, ventilation and air
conditioning, HVAC and smart grid integration
• Emerson
• Terrific HVAC business, market leader in energy efficient scroll
compressor technology—the heart of both residential and commercial
HVAC systems. It is also the main player in power management for data
centers
• Eaton
• Makes electrical control products, fuel efficient transmissions and hybrid
engines for trucks, as well as fluid power systems and aerospace
hydraulic systems that enable large aircraft to burn less fuel.
