Brazilian IPOs 2011: What investment bankers are forecasting

Great expectations surround Brazilian IPOs in 2011. After a 10% rise last year, investment bankers are forecasting a more mature and busy year for IPOs in Brazil. We collected two significant points of view from the Brazilian market: ITAU BBA and Banco Pactual. 2010 was 10% up In 2010, 11 Brazilian companies conducted IPOs andContinue reading “Brazilian IPOs 2011: What investment bankers are forecasting”

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”

A week of good news in the tropics

Two indicators of growth made the news this week; household consumption’s expansion of almost 10% in the last three quarters; and the industrial electricity consumption in February was up nearly 11% year over year. This means it is now on the level it was before the financial crisis.  Two distinct moments of the economic cycle,Continue reading “A week of good news in the tropics”

After the rally in 2009, what to expect from Brazilian economy?

In 2009, Ibovespa’s (Brazilian equity index) poised a  performance of +145% in USD. How will it behave in 2010? Is it possible that Brazilian economy will deliver a higher return than developed economies? Many analysts are predicting that the index will reach over 82.000 points in 2010.  It is a fact that  Brazil country risk hasContinue reading “After the rally in 2009, what to expect from Brazilian economy?”