Airports in Brazil have been a bottle neck for some time. In 2007, the country saw its first “apagao aereo”, an air blackout of gigantic proportions. With the Olympic games in 2012 and the World Cup in 2014, airports become even more important for the economy. But the sector is controlled by the state and private investorsContinue reading “Are Brazilian airports ready to meet air passenger demand in next World Cup?”
Category Archives: Investment
From TechCrunch… Groupon’s Brazilian Site ClubeUrbano Loaded With Fake Deals
This article about a technology firm moving into Brazil may show the risk of expanding too quickly. We saw this kind of fraud in stories during the “tech bubble” in the United States in the late 1990s. Link to article: Groupon’s Brazilian Site ClubeUrbano Loaded With Fake Deals by Jason Kincaid on Jun 28, 2010Continue reading “From TechCrunch… Groupon’s Brazilian Site ClubeUrbano Loaded With Fake Deals”
Bradesco launches new fund in Japan
Billionaire Japanese market appears to be a very promising field for the resource managers in Brazil. The latest move is the Bradesco Asset Management (Bram), which launches this week a portfolio of Brazilian equities smaller (small caps) for the Japanese retail. The idea is to capitalize on the success of the other two funds launched inContinue reading “Bradesco launches new fund in Japan”
CNN Fareed Zakaria recommends Emerging Markets Business Book
My previous views as an American on an American media source (PBS Newshour) appear to have caused some interesting comments, which I appreciate. So, here is another perhaps provocative view: My favorite Sunday morning journalist is Fareed Zakaria. His network, CNN, is not a public television show by any means. Zakaria studied at Harvard withContinue reading “CNN Fareed Zakaria recommends Emerging Markets Business Book”
Saudi Arabia, Qatar and South Korea. Should they outperform the BRICs?
BlackRock Emerging Markets co-manager Dan Tubbs thinks so. In an interview to London based CITYWIRE, he says ” investors may be missing a trick in failing to look further than the big four in emerging markets. Spotting undiscovered markets is a tomb rule for high investment performance.But what are the risks involved? Tubbs has aContinue reading “Saudi Arabia, Qatar and South Korea. Should they outperform the BRICs?”
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