Brazil remains on track for end to interest rate increases by December
As headlines go yesterday’s “Brazilian economists raise forecasts for interest rate increases” is no “Dewey defeats Truman.” But it is still downright misleading. If all you read is the headline, you’re likely to come away with a belief that the turn in Brazil’s...Looking for deals on the frontier of argiculture? How about these three from Brazil
International credit markets may still be tight for companies in the developing world, but Brazil’s domestic bond market looks ready to pick up the slack. As of June 15 five Brazilian companies have bond sales worth $2.2 billion on tap. That’s a huge shift from the...Faster growth and cheaper too–what's not to like in emerging market stocks?
The big picture, macro reasons for putting more emerging market stocks in your portfolio are compelling enough. But you don’t need to buy into the top down macro argument. The micro, stock-by-stock reasons are just as compelling. Put a developed economy stock up...The next rally won't be like the last one–here's how to make sure you find the next leaders
If the bull market that ended in 2000 the bear market that began in 2000, the bull market that began in 2003, the bear market that began in 2007, and the possible bull market that began in 2009 and that may or may not have ended in 2010 teach investors anything, it’s...Brazil's financial markets already start to anticipate early end to interest rate increases thanks to euro crisis
In theory—well, in my theory, anyway—the euro debt crisis and the resulting slowdown in Europe’s economies will gradually reduce inflationary pressures in developing economies. And that will lead central banks in countries such as Brazil, India, and China to raise...Update Ambev (ABV)
A great first quarter for Ambev (ABV) up against some very tough year-to-year comparisons. Earnings per share grew by 24.7% and net sales by 8.2% in the first quarter, the company reported on May 5. Costs rose but the company still managed to show a 0.1 percentage...Brazil raises interest rates as emerging economies step up their fight against inflation
Brazil’s central bank, Banco Central do Brazil, raised interest rates as expected yesterday, April 27. But the bank also did the unexpected. The increase in the benchmark Selic rate to 9.5% from 8.75% was more than most economists and analysts had expected. 30 of the...Jim’s Daily Email Alerts:
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