Africa yo te estoy llamando a ti – Africa eclipsing BRICs in Growth?

Ella baila la portugueza Estoy llamando a todas las morenas Y las llamada la viene da la luz Con calma se baila esta danza Y con amor canto yo esta cancion Africa bamba ase a un lado a la tristeza Y otra mas dulce no la podras encontrar – Santana, Africa Bamba The Economist notesContinue reading “Africa yo te estoy llamando a ti – Africa eclipsing BRICs in Growth?”

The stock exchanges duel: Brazilian Bovespa versus New York Stock Exchange

By the late 1990ths early 2000ths, one of the top concerns in Brazilian capital markets circles was if the local stock exchange, Bovespa, would be able to compete with its international peers. Forecasts were quite pessimists. Brazilian companies looking for liquidity could not neglect  the fact that  the international investor was trading in New York,Continue reading “The stock exchanges duel: Brazilian Bovespa versus New York Stock Exchange”

Brazil’s presidential election Better late than never?

In covering Mr. Serra’s challenge to Dilma Rousseff, The Economist notes some possible areas of vulnerability – we will see if these become factors when she becomes President and assumes a role on the world stage. “In the two candidates’ debates since October 3rd, an energised Mr Serra has landed some telling blows. A fewContinue reading “Brazil’s presidential election Better late than never?”

Brazil’s Infrastructure Challenges

Reading about the problems related to infrastructure in Brazilian magazine VEJA, made me think about the time I worked as an agricultural commodities trader for Noble Group. I visited farms in Mato Grosso, a big state located in the center west of Brazil and  responsible for about 30%  of the country’s total production of soybeans. IContinue reading “Brazil’s Infrastructure Challenges”

Brazil Bank Signals Rate Rise Is Near – The Fed’s Monetary Policy is About to Run Into a BRIC Wall

A post on the sometimes worthwhile, Zero hedge Brazil Bank Signals Rate Rise Is Near Brazil’s central bank caught markets somewhat by surprise Wednesday with an unusually clear commitment to raise interest rates soon, as the outlook for inflation has become “far less favorable” than it had previously thought. Brazil joins other emerging countries, includingContinue reading “Brazil Bank Signals Rate Rise Is Near – The Fed’s Monetary Policy is About to Run Into a BRIC Wall”

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