Category Archives: Blog

Get Real – Brazil’s curency is probably near a bottom

The Brazilian real has been in fast retreat for the last few months with a tumble that only the South African rand has managed to supersede.  Investor interest in Brazil has waned as financial ratios have deteriorated, the outlook on … Continue reading

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Brazil capital markets continue to wilt – no danger of improvement…

A couple of recent articles point to the uphill battle faced by Brazilian financial markets. And, unfortunately, there is no respite in sight. Equity markets have been whomped. The key Bovespa indexes continue to stagger and even smaller, retail-oriented companies are … Continue reading

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No to complacency on forests. Greenpeace calls for Federal government responsibility

twitter-timeline id=408275250996985856 username=johnrumsey1 Marcio Astrini, coordinator of Greenpeace Amazon, says that the latest official numbers for deforestation in Brazil  - which show a disheartening 28% increase  - point to a chronic lack of government oversight and commitment to tackle the … Continue reading

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WHARTON Reasons for Amazon optimism: highlights of Roberto Waack interview

This is the start to an article that will be fleshed out in coming days. Stay tuned.   There are reasons to be optimistic that the speed of deforestation and degradation of the Brazilian Amazon will continue to slow. That … Continue reading

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LIBRA in balance prompts rethink on Petrobras presal role

The success of the giant LIBRA field auction was on a knife-edge today as union protests and tepid foreign interest continued to overshadow the $270bn project. Yet, although pessimism over Brazil reigns, some good old common sense looks to be leaking … Continue reading

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Marina offers safe haven to Eduardo Campos

Buckle up tight. The alliance between Eduardo Campos and Marina Silva may just raise the game at next year’s Brazilian elections but there are so many ifs and buts on the way that a return ticket on the Titanic might … Continue reading

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Brave new world: how journalists are relegated to second fiddle

The Guardian’s Katharine Viner writes cogently about the far-reaching, painful and exciting changes that are being wrought by digital journalism on the industry .http://www.theguardian.com/commentisfree/2013/oct/09/the-rise-of-the-reader-katharine-viner-an-smith-lecture As she points out this is “a huge conceptual change … a cluster bomb blowing apart who we … Continue reading

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Brazil’s macro policy: are we looking at secular change or a moment of pragmatism?

Brazil’s macro policy: are we looking at secular change or a moment of pragmatism?

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Brazil investment summit April 17-18

I will be moderating at the session on hedge funds at the Brazil Investment Summit April 17-18 at Hotel Unique. There are going to be speakers from 3i, Gavea, Credit Suisse Hedging Griffo, Redpoint e.Ventures, Advent International, General Atlantic, Bridgewater Associates, H.Stern, … Continue reading

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LATIN FINANCE: Itaú Banking Survey highlights Colombian promise and government worries for Brazil

One notable result of the inaugural Itaú 2013 Investor Outlook for the Latin American Banking Sector is the sense of assuredness investors have expressed for the industry – at a time of considerable broader anxiety over the future of global banking. The picture that emerges from … Continue reading

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