Stocks in Brazil – December Outlook compromised by concerns in Europe

Concerns about Europe should affect stock market performance in Brazil this month. That is what we learn from the reports of Banif and Bradesco Corretora. Companies with greater exposure to domestic market are pointed as safe ports. Banif: Tension in Europe and USA likely to overshadow positive economic news While key indicators of economic activityContinue reading “Stocks in Brazil – December Outlook compromised by concerns in Europe”

Worry about Emerging Markets?

As an American and a Westerner, I was interested by this book review by a high ranking economist at HSBC (a bank with heavy emerging market exposure), who argues that the rise of emerging markets are a risk to the West; this is the opposite of Fareed Zakaria’s take in his previous book, The PostContinue reading “Worry about Emerging Markets?”