Monthly Archives: April 2010

Investment in China. A slowdown may compromise Brazil outlook says JP Morgan

JP MORGAN held its annual Brazil Opportunities Conference on April 14 and 15.  I extracted the comments on the presentation made by analyst Adrian Mowat. He articulates causes of a possible slowdown in China and how this can affect Brazil in … Continue reading

Posted in Economy | Tagged , , , | Leave a comment

Trying to understand the BRICs. First question: Is China in a bubble?

A comparison among BRIC countries will have China in the podium in many aspects. It is the largest country with the fastest economic growth. But what is the quality of this growth? Many Brazilian companies have expanded to China. Vale, … Continue reading

Posted in Economy | Tagged , , , | 2 Comments

What can investors take away from last week’s BRIC Summit?

Size matters. Brazil, Russia, India and China are the world’s four largest emerging economies, as together they represent 40 percent of the world’s population and 20% of the world’s GDP. “As their economies grow, so does their political clout.”  If … Continue reading

Posted in Brazil, Business | Tagged , , , , , , | Leave a comment

Ernst & Young’ s “2010 Global Private Equity Watch”. Highlights and comments on the report

While analysts are describing Private Equity as a victim of private equity credit crunch, the Ernst & Young (E & Y)  published recently an optimistic assessments about the prospects for the sector since the crisis began. Brazil, China and India … Continue reading

Posted in Brazil, Investment | Tagged , , | 1 Comment

Global investors pay more attention to Emerging Markets. What impact on Brazilian Private Equity?

Headlines are showing a massive flight of investments toward EM. Brazil is among the top destinations.  How does that affect Private Equity? With last week’s capture of $ 3.27 billion, Emerging Markets Equity funds  passed the  $ 10 billion milestone … Continue reading

Posted in Brazil, Investment | Tagged , , , | Leave a comment

Business roundtable with Chinese companies – Sao Paulo April 14th

BRIC Summit will take place this week, in Brazil. On the business agenda, a meeting with  over 60 Chinese companies from various sectors  is to be held on April 14, in Sao Paulo. This event is organized by the Ministry of Commerce … Continue reading

Posted in Business | Tagged , | Leave a comment

Brazil versus Mexico – inflation-wise

Mexico and Brazil, the two largest economies in Latin America, might look quite similar to foreign eyes. In fact, they couldn’t be more different. Take inflation behavior in the first quarter of 2010.  Inflation expectations worsened in Mexico as they … Continue reading

Posted in Brazil, Economy | Tagged , , , , | Leave a comment