RE: cubaYes this is an interesting development for the entire Canadian business and investment community. I need to learn more about the communications build out sector.
I own a few shares in Sherritt International as an option on Cuba liberalization and normalization of relations with the USA.
I strongly believe that the "Cuba factor" has been hurting American-based businesses operating in Latin America. The Canada brand shines by comparison. I also strongly believe that Latin America as a region will experience increasingly high levels of robust real economic growth going forward. I am absolutely confident that Canadian businesses and investors will play a strong role in this regional development boom. And we will do it in style with ordinary folks coming to view Canadian multinationals as solid corporate citizens over time. (The elities already know this.)
A more liberal Cuba and a less hostile USA would help accelerate this process, especially by pulling the stilts out from underneath the Neo-marxist populist authoritarian politics that are popular and influential in Venezuela, Ecuador, Bolivia, Argentina and rebel-groups like the FARC or ELN in Colombia. Chile is looking increasingly like advanced Nordic countries. You CAN have capitalism, freer markets and generous social-welfare states.
Bullish.