Emerging Markets – Page 3 – BRAZILGLOBAL.NET

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”

Emerging Markets Banks #2. Riding the rise of a credit culture?

Emerging markets banks have doubled since 2005. They are relevant in the industry profit and revenue wise. The rise of a credit culture might explain this trend. Nevertheless, these banks are still not quite known by the rich-world investors. Is this an opportunity for further growth? The bigger and bigger picture May 13th 2010 FromContinue reading “Emerging Markets Banks #2. Riding the rise of a credit culture?”

Emerging Markets Banks

The debate about the banking system is a current topic. A revolution took place in the recent years; big banks getting small, or even worse, failing. And emerging banks are on the rise. This special report from The Economist examines how emerging market banks are doing in this scenario. It should be interesting also toContinue reading “Emerging Markets Banks”

Will Tightening cause a multi-speed recovery?

This article raises an interesting question: If monetary tightening starts in the US, will the US stock market drop while emerging markets continue upwards in a “multi-speed” recovery? The outlook for the world economy Curb your enthusiasm Apr 22nd 2010 From The Economist print edition A welcome recovery—but an uneven one, with dangers both forContinue reading “Will Tightening cause a multi-speed recovery?”

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?”