Brazil’s agricultural miracle

The Economist has a briefing on Brazilian farms. Even more striking than the fact of its success has been the manner of it. Brazil has followed more or less the opposite of the agro-pessimists’ prescription. For them, sustainability is the greatest virtue and is best achieved by encouraging small farms and organic practices. They frownContinue reading “Brazil’s agricultural miracle”

Where do you see Brazil in 10 years?

Mark Mobius answers this question in a blog post. Can you comment on Brazil? Where do you see Brazil 10 years from now? – James, United States Brazil is a key producer and exporter of commodities. Strong commodity prices associated with a solid domestic demand for goods and services have been key drivers of itsContinue reading “Where do you see Brazil in 10 years?”

Emerging Market High Frequency Trading

The Economist writes about high frequency trading coming to Emerging Markets, such as the Bovespa. These trading strategies may improve market efficiency by adding liquidity in the very short term. THE merits of high-frequency trading (HFT) are under scrutiny in America, thanks to the “flash crash” of May 6th when the Dow Jones Industrial AverageContinue reading “Emerging Market High Frequency Trading”

Race & Law; Bolsa Familia

The Economist notes controversy over the race and law in Brazil. As well, The Economist covered Bolsa Familia in a long article, distinguishing between impact in rural and urban areas. These two articles give some context for understanding the emerging middle class, an important Global Macro theme to watch. On race and law: BRAZIL’S SupremeContinue reading “Race & Law; Bolsa Familia”

Another fund to invest in Brazil. This time it is Allianz’s

Allianz Group, one of the leading global services providers in insurance and asset management, announced a new fund  to be invested in its majority towards Brazil, and nearly one third of the fund may be invested in other Latin American and international companies, provided they generate a significant proportion of their sales and earnings in Brazil. TheContinue reading “Another fund to invest in Brazil. This time it is Allianz’s”

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