Janar Wasito

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 is a natural result of the increasing economic position of Brazil. I think that thisContinue reading “Brazil on the world stage”

Brazil as mediator: Everyone wants to go to Rio

This is from a organization, the National Intelligence Council, tasked with official future scenario creation for US intelligence agencies. One of the scenarios has Brazil playing a role as a mediator between the so-called BRIC countries.

BRIC Bust Up Scenario from National Intelligence Council 2025 Review
Global Scenario III: BRICs’ Bust-Up
In this fictionalized scenario, Chinese fears of
disruption of China’s energy supplies spark a
clash with India. With increasing resource
constraints likely out to 2025

Emerging Markets Banks #3. Closer look on China and India

Banks are mirrors of the economy. The typical Westerner bank is a borrower and the typical Asian a saver. Is it that simple? Should EM Banks take the globe or focus at home? This ‘The Economist” article brings an analysis comparing banks from China and India to western peers. Rambo in cuffs May 13th 2010Continue reading “Emerging Markets Banks #3. Closer look on China and India”

Emerging Markets Banks #2. Riding the rise of a credit culture?

Emerging markets banks have doubled since 2005. They are relevant in the industry profit and revenue wise. The rise of a credit culture might explain this trend. Nevertheless, these banks are still not quite known by the rich-world investors. Is this an opportunity for further growth? The bigger and bigger picture May 13th 2010 FromContinue reading “Emerging Markets Banks #2. Riding the rise of a credit culture?”

Emerging Markets Banks

The debate about the banking system is a current topic. A revolution took place in the recent years; big banks getting small, or even worse, failing. And emerging banks are on the rise. This special report from The Economist examines how emerging market banks are doing in this scenario. It should be interesting also toContinue reading “Emerging Markets Banks”