The Return Of Economic Nationalism And Rising Investment Risk In Brazil [View article]
Brazil manufacturing sector is not competent enough and the government resorts to all sundry measures like playing with currency, raising import duties etc..
Moreover it is receiving lot of capital inflows just beacuse the developed markets have no other alternative to park their funds. Hight selic rate hovering around 9% is very attractive for carry trades given zero rate in the US and Europe. The hot money could ruing the economy further as well.
Food For Thought: China's Protein Story [View article]
Brazil has the potential to meet the growing demand. Apart from Bunge, ADM and Cargil, there are host of companies like Brasil foods, Brasil Agro, JBS, Marfrig, Adecoagro (AGRO), SLC Agricola, Tereos Internacional and Cosan available for US investors.
The Case For Currency And The Emerging Market Currency ETF [View article]
Even after the central bank interest rate cut to 9%, its low compared to US and Europe which are virtually zero. High yields, improved creditworthiness and investment grade ratings make Brazil an investment designation. FDI & other inflows into the high yield capital markets of Brazil have pumped dollars into the country. However the president is known to be a vocal defender of lower interest rated to keep cost of financing low and make Brazilian assets less attractive to outsiders. We can expect real in the range around 1.90
Ray Dalio's Primer On Deleveraging [View article]
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Will China Grow Old Before It Becomes Rich? A Demographic Time Bomb, Part 1 [View article]
Part II of the article
The Return Of Economic Nationalism And Rising Investment Risk In Brazil [View article]
Moreover it is receiving lot of capital inflows just beacuse the developed markets have no other alternative to park their funds. Hight selic rate hovering around 9% is very attractive for carry trades given zero rate in the US and Europe. The hot money could ruing the economy further as well.
http://seekingalpha.co...
Protein Bomb: The Case For Long-Term Investment In Arable Farmlands [View article]
http://seekingalpha.co...
Protein Bomb: The Case For Long-Term Investment In Arable Farmlands [View article]
http://seekingalpha.co...
Food For Thought: China's Protein Story [View article]
Please look into my article on this
http://seekingalpha.co...
The Case For Currency And The Emerging Market Currency ETF [View article]