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”

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”