Tag Archives: JP MORGAN

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 … Continue reading

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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 … Continue reading

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