China – Page 13 – BRAZILGLOBAL.NET

French retailer Carrefour plans new acquisitions in Brazil

Carrefour has two good reasons to invest in Brazil. First, sales in existing stores for a year went up 10%. Second, competition with local group Pão de Açucar, to whom the French group lost the lead in 2009 in the ranking of the Brazilian Supermarket Association. According to Jornal Valor, Brazil increased its stake inContinue reading “French retailer Carrefour plans new acquisitions in Brazil”

Chinese company Gigabyte to invest 30 million dollars in Brazil

Brazil is the country that will receive the third largest investment from Chinese manufacturer of motherboards, Gigabyte. Over the next three years, the company will ship 30 million dollars here, much more than the 10 million invested over the past 10 years. After Taiwan and China, the country is the market with greatest potential forContinue reading “Chinese company Gigabyte to invest 30 million dollars in Brazil”

Investment in China. A slowdown may compromise Brazil outlook says JP Morgan

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”

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?”