Section
Brazil
412 posts
Brazilian Equities Begin to Show Signs of Recovering
by Andrew Thrasher While it seems investors have been very U.S.-focused it seems there are some interesting setups that…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
Emerging Markets Radar (December 16, 2013)
Emerging Markets Radar (December 16, 2013) Strengths China’s mid-December Central Economic Work Conference closed today. The government believes…
Emerging Markets Radar (October 7, 2013)
Emerging Markets Radar (October 7, 2013) Strengths click to enlarge The chart above shows that the Baltic nations…
4 Reasons to Have EM Exposure Now
by Russ Koesterich, Blackrock Blog Since the Fed first signaled its intent to taper last May, emerging market…
Emerging Markets Radar (September 9, 2013)
Emerging Markets Radar (September 9, 2013) Strengths China’s August PMI was 51.0 versus market expectation of 50.6, showing…
Emerging Markets Radar (July 8, 2013)
Emerging Markets Radar (July 8, 2013) Strengths click to enlarge Poland's purchasing managers' index (PMI) rose to 49.3…
Charting the Decline of the BRICs Components
by Vix and More U.S. stocks are mostly green in today’s session, though there is a good deal…
Is There Life After BRICs for Emerging Market Investors?
by Sammy Suzuki, AllianceBernstein For more than a decade, Brazil, Russia, India and China have dominated the landscape…
Emerging Markets Radar (July 1, 2013)
Emerging Markets Radar (July 1, 2013) Strengths The Russian ruble fared well relative to the emerging market currency…
Checking in on June's Asset Class Performance (Bespoke)
by Bespoke Investment Group Below is a final look at the performance of various asset classes in the…
Emerging Markets Radar (June 17, 2013)
Emerging Markets Radar (June 17, 2013) Strengths click to enlarge The rise in U.S. government bond yields that…
Do We Have Enough Water to Frack Our Way to Energy Independence?
by Jeff Rubin In chemistry you quickly discover that oil and water don’t mix. The same is true…
To North Dakota (Research Puzzle)
On Interstate 94, heading northwest out of the Twin Cities, there’s a sign on the side of…
Byron Wein's Ten [Fifteen] Surprises for 2013
Byron Wien Announces Predictions for Ten [Fifteen] Surprises for 2013 New York, January 2, 2013 – Byron R.…
Energy and Natural Resources Market Radar (November 26, 2012)
Energy and Natural Resources Market Radar (November 26, 2012) Strengths The price of natural gas made another 52-week…
