Worry about Emerging Markets?

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?”

Will Brazilian economy be contaminated by the turbulent scene in Europe?

Brazilian equities are down 11% in 2010, but in the opinion of Regina Nunes, president of – Standard & Poor’s Brazil, the Brazilian economy has grounds to avoid being contaminated by the turbulent scene in Europe, affected by the current economic crisis in Greece. The only way  the Brazilian economy could  be contaminated would beContinue reading “Will Brazilian economy be contaminated by the turbulent scene in Europe?”

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”

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