JP MORGAN held its annual Brazil Opportunities Conference on April 14 and 15. I extracted the comments on the presentation made by analyst Adrian Mowat. He articulates causes of a possible slowdown in China and how this can affect Brazil in the short term. I am not sure I agree with all of it. Iron oreContinue reading “Investment in China. A slowdown may compromise Brazil outlook says JP Morgan”
Tag Archives: Brazil
What can investors take away from last week’s BRIC Summit?
Size matters. Brazil, Russia, India and China are the world’s four largest emerging economies, as together they represent 40 percent of the world’s population and 20% of the world’s GDP. “As their economies grow, so does their political clout.” If BRIC countries aim to be the voice of the developing world, it is inevitable thatContinue reading “What can investors take away from last week’s BRIC Summit?”
Ernst & Young’ s “2010 Global Private Equity Watch”. Highlights and comments on the report
While analysts are describing Private Equity as a victim of private equity credit crunch, the Ernst & Young (E & Y) published recently an optimistic assessments about the prospects for the sector since the crisis began. Brazil, China and India will get more attention Less affected by the global nancial crisis and rebounding faster thanContinue reading “Ernst & Young’ s “2010 Global Private Equity Watch”. Highlights and comments on the report”
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?”
Business roundtable with Chinese companies – Sao Paulo April 14th
BRIC Summit will take place this week, in Brazil. On the business agenda, a meeting with over 60 Chinese companies from various sectors is to be held on April 14, in Sao Paulo. This event is organized by the Ministry of Commerce of China, together with the Ministry of Development, Industry and Foreign Trade of Brazil, theContinue reading “Business roundtable with Chinese companies – Sao Paulo April 14th”
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