The “Bolsonaro effect” and the outlook for Brazilian equities
Now that, some of, the political dust has settled, what´s in store for the Brazilian economy and the outlook for…
Now that, some of, the political dust has settled, what´s in store for the Brazilian economy and the outlook for…
In 2017 global emerging markets stocks and currencies posted their best return since 2009. And even after this robust performance…
The focus of this article is to look at the investment potential in Brazilian blue-chip banks. But let´s quickly recap…
In a previous article on these pages, I examined the outlook for the Brazilian Stock Exchange – the Bovespa –…
After three years of subdued performance, there are once again signs of life for Emerging Market equities, including Brazil. By…
Are tech valuations supported by fundamentals or are we partying like it's 1999? 16 years since the bursting of the…
With the XXXI Olympiad coming to a close in Rio de Janeiro, it's a good opportunity to take a look…
Are we entering a “new normal” in asset valuations? In an interesting recent piece in the Telegraph, Tom Stevenson, investment…
The expression “may we live in interesting times” could have been written with the principal Brazilian stock market, the Bovespa,…