Category Archives: Latin Finance

LATIN FINANCE Costa Rica supplment

The following are a series of articles on Costa Rica written for Latin Finance. They appeared in a supplement to the main magazine. LF banking LF Capital Markets LF Foreign Direct Investment LF MacroEconomy LF Overview LF President Interview LF tourism

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LATIN FINANCE Infrastructure investment: into the void

Commercial bank sources of funding may have retreated, but a range of other capital providers is rapidly taking their place for financing infrastructure Securing long-term capital for project finance has never been the most straightforward of tasks – especially so … Continue reading

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LATIN FINANCE: Redemption Road (Brazilian infrastructure)

Brazil’s bold infrastructure push has been heralded as a game changer. Investors, however, may balk at low yields – and risks that remain hard to evaluate Much fanfare has accompanied Brazil’s announcement of an ambitious $133 billion reais ($66 billion) infrastructure investment program. A new law … Continue reading

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LATIN FINANCE: Fund managers signal return to Brazil

A major shift is taking place among Latin investors. Leading fund managers are starting to reallocate funds to the languishing Brazilian stock market, taking profits out of the Mexican bolsa. The Bovespa is looking good value and an expected GDP … Continue reading

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LATIN FINANCE: Brazilian banking, end of the golden age

The outlook for Brazilian banks and their shareholders has darkened. Crude government measures to stimulate credit while delinquencies are high look dangerous and the consumer story that has supported Brazil so long looks shakier than ever as GDP expectations shrivel … Continue reading

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LATIN FINANCE: Brazilian asset managers: say goodbye to the easy days

At the start of 2011, Alexandre de Zagottis, CEO at Advis Investimentos and his two co-heads of investment, Eduardo Bodra and Julio Marote, saw an opportunity to buy options that would come into the money if Brazil reduced rates. This … Continue reading

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LATIN FINANCE: BOUTIQUE BANKS PROLIFERATE IN BRAZIL

The crop of boutiques that sprang up from the bulge bracket wreckage faces fresh competition. They will need relationships, international connections and a proper structure to survive. Boutique banks popped up in post-crisis Brazil like mushrooms after the rain. G5 … Continue reading

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Banco do Brasil Flexes Muscles

Latin America’s biggest bank, Banco do Brasil, is riding high with new lines of international and capital markets business. However, elections may be a spanner in the works. Talk about Brazilian banks to investors, bankers and the banking industry and … Continue reading

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Brazilian meatpacking: more than it can chew

After two years of breakneck growth and consolidation funded largely by the government, Brazilian meatpackers are protein providers to the world. Can they also become global brands? Two years ago the Brazilian meatpacking industry was a dog’s dinner. There were … Continue reading

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Brazilian Asset Managers Scrap for Mandates

As Brazil’s pension fund industry takes off, independent managers find it hard to wrestle assets from well entrenched retail banks. Most funds pursue conservative mandates. The Brazilian pension fund industry may have had a late start in life, but it … Continue reading

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