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 West; this is the opposite of Fareed Zakaria’s take in his previous book, The PostContinue reading “Worry about Emerging Markets?”
Category Archives: Article review
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 The Economist print edition Brazil has learned to love its commodity sector NOT many countriesContinue reading “Brazil has what China wants…”
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”
Take away from Roberto Setubal’s conference in Sao Paulo
Roberto Setubal, president and CEO of Brazilian bank Itaú Unibanco, gave a conference at the “2010 Latin American Cities Conference: São Paulo,” that this sixth edition has the theme “Brazil is the Future.” Strengthen the capital markets. According Setubal, it is necessary to strengthen the capital market, which gets to be attractive to foreign investment,Continue reading “Take away from Roberto Setubal’s conference in Sao Paulo”
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
