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Stephen Pope is the founder and Managing
Partner of spotlightideas.

He has worked in the international capital...

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There is no formulaic approach to
evaluating an opportunity or situation. The
concept behind macro ideas is “What if?”
Global/Regional/national situations...

BBC: Stephen Pope featured in an article by Jamie Robertson

Sunday January 6th 2013


BBC quotes Spotlight Ideas opinion on Mexico as an investment opportunity in 2013.

"...few believe the US recovery will be dramatic; but others are recommending investment opportunities in countries that might profit from even a mild US return to growth.

Stephen Pope, managing partner at Spotlight Ideas, pinpoints Mexico, which since 1994 has been reformed by the NAFTA free trade agreement.

It lost out to China ten years ago, but has regained its competitiveness against its Asian competitors. Wages in Mexico have risen 39% since 2000, while those in China are up over 400%. Mr Pope writes: "Mexico's factories, its financial sector and even its oil and gas fields look set to expand and generate a strong growth decade for the economy.

"[It] grew faster than Brazil in 2012 and in 2013 we see the same feat being delivered."

It's not just trade with the US that looks promising. Mexico has more free trade agreements in place than any other country, which could reap huge rewards if partners such as Germany, the US, possibly the UK, and even Japan, shed their hair shirts and finally go for growth this year. ..."

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