BRIC – Page 4 – BRAZILGLOBAL.NET

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?”

Emerging Markets Banks #3. Closer look on China and India

Banks are mirrors of the economy. The typical Westerner bank is a borrower and the typical Asian a saver. Is it that simple? Should EM Banks take the globe or focus at home? This ‘The Economist” article brings an analysis comparing banks from China and India to western peers. Rambo in cuffs May 13th 2010Continue reading “Emerging Markets Banks #3. Closer look on China and India”

Current Status of BRICs

This article in The Economist was published at the same time as the 2nd meeting of the BRIC nations in Brasilia. The article raises an interesting question of how cohesive the BRIC nations are beyond the original economic categorization. The BRICs The trillion-dollar club Brazil, Russia, India and China matter individually. But does it makeContinue reading “Current Status of BRICs”

Trying to understand the BRICs. First question: Is China in a bubble?

A comparison among BRIC countries will have China in the podium in many aspects. It is the largest country with the fastest economic growth. But what is the quality of this growth? Many Brazilian companies have expanded to China. Vale, Gerdau, Embraer are among them. No question that being in China is an strategic moveContinue reading “Trying to understand the BRICs. First question: Is China in a bubble?”

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?”