Cerian Richmond-Jones

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69 appearances 1 recordings 1 series first heard Jun 2026 last heard 29 Jun

Cerian Richmond-Jones’s voice in public audio — every appearance, attributed to the second.

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The Intelligence from The Economist · Latin lessons: the Donroe-doctrine boost · 29 Jun 2026 podcast

You're totally right.

China's spending increased all the way up to 2018 when it has flattened.

And that's one of the reasons that Trump has gone in so hard, because he thinks it's sort of embarrassing and quite counterproductive to have China have such a big presence so close to America.

And what we've seen since Trump has come in with that extra wave of investment is that China has really doubled down.

So there've been

Extra announcements at the BYD factory in Brazil, new mining experiments, and also things that are quite politically edgy.

The Chilean government recently announced that it was exploring the idea of an undersea cable straight to Hong Kong across the Pacific.

That has so angered America that the minister who's organizing that cable has actually been banned from going into the States.

And it's not just America.

America and China either.

We've recently seen a huge trade deal that's created the single biggest free market between Mercosur, which is a group of four Latin American economies, including Argentina and Brazil, and Europe that now more than a billion people will trade with basically no friction.

And that's the first really big move on the continent that Europe has made in a long time.

Will this boom last, do you think?

That is such a good question.

There is so much going on here.

It feels like the Wild West at the moment in Sao Paulo.

And you're totally right, Trump has maximum two years left in office, we think, and

Most of these investments, particularly in mining, they need capital being pumped in for years, if not decades.

Leave aside his short attention span, he doesn't have much time anyway.

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