Ferguson, Complexity and Collapse

There may be very significant changes in long-standing power relationships which can occur quickly. Niall Ferguson, a Harvard Professor, addresses this issue in the latest issue of Foreign Affairs. He makes reference to a book, The Black Swan, by Nassim Taleb, who correctly predicted the financial crash of late 2008. This would have impact onContinue reading “Ferguson, Complexity and Collapse”

Brazilian banks go shopping around the world

Banks have suffered everywhere with the financial crisis. Well, not everywhere. Brazilian banks have cash and appetite for seizing opportunities in other countries. This is a shift of trends. Not so long ago Brazilian banks were being bought by international institutions. Last week Banco do Brasil announced its move in Argentina. Yesterday, in an interviewContinue reading “Brazilian banks go shopping around the world”

Banks for sale: BANCO DO BRASIL acquires bank in Argentina

BANCO DO BRASIL officially announced the acquisition of the sixth largest bank in Argentina, Banco Patagonia. The $480 millions deal was sealed after four months of negotiations.  What does it mean in the strategy of the largest Brazilian bank? Should it reflect a step toward the integration of the Mercosul? With branches in New York,Continue reading “Banks for sale: BANCO DO BRASIL acquires bank in Argentina”

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”

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