Monthly Archives: May 2010

Brazilian Nuclear Diplomacy

Brazil, Turkey and Iran Not just any deal will do May 20th 2010 From The Economist print edition Have Brazil and Turkey helped solve a brewing nuclear crisis, or made it worse? TO IRAN’S irrepressible president, Mahmoud Ahmadinejad, the deal … Continue reading

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Worry about Emerging Markets?

As an American and a Westerner, I was interested by this book review by a high ranking economist at HSBC (a bank with heavy emerging market exposure), who argues that the rise of emerging markets are a risk to the … Continue reading

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Will Brazilian economy be contaminated by the turbulent scene in Europe?

Brazilian equities are down 11% in 2010, but in the opinion of Regina Nunes, president of – Standard & Poor’s Brazil, the Brazilian economy has grounds to avoid being contaminated by the turbulent scene in Europe, affected by the current … Continue reading

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Billionaire investor Sam Zell to invest in Brazilian real estate

May 20 (Bloomberg) — Billionaire investor Sam Zell’s Equity International is seeking to raise about $500 million to step up investment in Brazilian real estate, betting interest rate increases will fail to stem demand as the economy grows at the … Continue reading

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Brazil has what China wants…

A money manager in Brazil once said to me, “Brazil has what China wants and is willing to sell it.” How much does this summarize the growth of the commodity sector in Brazil? Condemned to prosperity Nov 12th 2009 From … Continue reading

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And Villa-Lobos is back in Paris

The Chatelet Theater in Paris  presents the second lyrical work of Heitor Villa-Lobos, Magdalena.The piece refers to the cultural mix of South America. The plot involves the mixture between traditional Indian culture imported by European settlers. The composer came to … Continue reading

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Brazil on the world stage

Below is a pro/ con debate about the role of president Lula in the Iran affair. source: http://www.americasquarterly.org/node/1484 …about Brazil’s president going to Iran (following Iran’s president traveling to Brazil in November). My opinion is that this increased diplomatic role … Continue reading

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