Brazil – Page 60 – BRAZILGLOBAL.NET

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?”

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”

Good interview of Paulo Vieira da Cunha on WSJ: Brazil Economic Giant

In this interview Dow Jones Newswires’ Eduardo Kaplan sits with Paulo Vieira da Cunha, a partner of the investment firm Tandem Global Partners, to discuss Brazil’s role as an economic giant and how it has redefined the global economy. Why Brazil had the best performance in stock markets last year? This is a very “toContinue reading “Good interview of Paulo Vieira da Cunha on WSJ: Brazil Economic Giant”

The waters of April

I am safe, in Paris, as Rio went through a nightmare in the last days. I ask myself where were the municipality officers when these homes were built? Why all the trash was on the hills? How were the pluvial system made? Certainly, the mayor of Niteroi, Jorge Roberto Silveira will fire many city officialsContinue reading “The waters of April”

An interesting point of view about Brazilian growth in the next 5 years

“Unless Brazil is unlike any other country, increased demands will start with goods and services that will require the infra-structure to keep up — or fall behind… As any country grows (Germany, Japan are best examples for the past 50-60 years), there is a push to gain reliable resources – human and otherwise… as theContinue reading “An interesting point of view about Brazilian growth in the next 5 years”