World Perspectives

SOE Reform, Maybe; BRICS Hypocrisy

SOE Reform, Maybe The Trump Administration has been decrying the dominance of state-owned enterprises (SOE’s) in China’s economy and now that nation’s State-Owned Assets Supervision and Administration Commission has released guidelines for reform. But the Commission is looking only at mixed ownership of “centrally administered” SOEs to ensure “marketization” – meaning reduced subsidies and improved earnings. The transformation of these SOE’s would occur over a three-year timeframe but the real extent of the “reform” will have to be proven, and it appears to exclude SOE’s without mixed ownership.  BRICS Hypocrisy The annual meeting of the BRICS countries (Brazil,...

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farm-inputs

Phosphate and Potash Added to Critical Minerals List

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feed-grains soy-oilseeds wheat

WPI Crop Balance Sheet Forecasts

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From WPI Consulting

Weighing in on strategic realignment

WPI’s team was retained by the governing board of a U.S. industry organization to review a decision, reached by vote, to invest significant assets into the development and management of an export trading company. WPI’s team conducted a formal review of this decision and concluded that the current level of market saturation would limit the benefits of the investment. Based on WPI’s analysis and recommended actions, the board subsequently reversed its decision and undertook a strategic planning effort to identify more impactful investments. On behalf of numerous clients, WPI has not only assisted in identifying strategic paths but also advised their implementation.

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