BRICs: Trillon Dollar Club

In an excellent piece with a very useful graphic, The Economist contrasts and compares the BRICs according to several categories, pointing out that the four countries are far from homogenous. “The BRICs have also stepped up competition between one another in third countries. Although the flow of aid and investment from rich countries to poorContinue reading “BRICs: Trillon Dollar Club”

The stock exchanges duel: Brazilian Bovespa versus New York Stock Exchange

By the late 1990ths early 2000ths, one of the top concerns in Brazilian capital markets circles was if the local stock exchange, Bovespa, would be able to compete with its international peers. Forecasts were quite pessimists. Brazilian companies looking for liquidity could not neglect  the fact that  the international investor was trading in New York,Continue reading “The stock exchanges duel: Brazilian Bovespa versus New York Stock Exchange”

Brazil’s Infrastructure Challenges

Reading about the problems related to infrastructure in Brazilian magazine VEJA, made me think about the time I worked as an agricultural commodities trader for Noble Group. I visited farms in Mato Grosso, a big state located in the center west of Brazil and  responsible for about 30%  of the country’s total production of soybeans. IContinue reading “Brazil’s Infrastructure Challenges”

Brazil needs to be more innovative

Brazil needs to be more innovative: The excellent Schumpeter column drives home the point that not all BRICs are equal. “Can their country become an innovator in its own right, or is its recent growth little more than a by-product of China’s appetite for commodities?” “Yet Brazil suffers from two huge blocks to growth: redContinue reading “Brazil needs to be more innovative”

Stocks in Brazil – December Outlook compromised by concerns in Europe

Concerns about Europe should affect stock market performance in Brazil this month. That is what we learn from the reports of Banif and Bradesco Corretora. Companies with greater exposure to domestic market are pointed as safe ports. Banif: Tension in Europe and USA likely to overshadow positive economic news While key indicators of economic activityContinue reading “Stocks in Brazil – December Outlook compromised by concerns in Europe”

Design a site like this with WordPress.com
Get started