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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 BRIC countries aim to be the voice of the developing world, it is inevitable thatContinue reading “What can investors take away from last week’s BRIC Summit?”

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 will get more attention Less affected by the global nancial crisis and rebounding faster thanContinue reading “Ernst & Young’ s “2010 Global Private Equity Watch”. Highlights and comments on the report”

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 in 2010, increasing the amount of portfolio assets to U.S. $ 569 billion. (Jornal Valor) HowContinue reading “Global investors pay more attention to Emerging Markets. What impact on Brazilian Private Equity?”

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 of China, together with the Ministry of Development, Industry and Foreign Trade of Brazil, theContinue reading “Business roundtable with Chinese companies – Sao Paulo April 14th”

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 did in Brazil. Mexicans are dealing with around 6,5% versus a target of 4,5% inContinue reading “Brazil versus Mexico – inflation-wise”