Section
Brazil
411 posts
Learning from Past Crises (Mobius)
On the heels of the global financial crisis, as Europe discusses the implementation of painful austerity measures and…
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...
2010 Country Stock Markets Performance (Bespoke)
Below we highlight the year to date performance of the major stock market indices for 82 countries around…
Energy and Natural Resources Market Diary (September 7, 2010)
Energy and Natural Resources Market Diary (September 7, 2010) Strengths Goldcorp outbid rival Eldorado for Australian miner Andean…
Emerging Markets Diary (September 7, 2010)
Emerging Markets Diary (September 7, 2010) Strengths India’s GDP expanded by 8.8 percent year-over-year in the second quarter,…
Perception vs. Reality (Sonders)
Key points Market volume continues its traditional August swoon, making it difficult to gauge much from stock market…
Emerging Markets Diary (August 30, 2010)
Emerging Markets Diary (August 30, 2010) Strengths Thailand’s GDP expanded by a higher-than-expected 9.1 percent in the second…
Emerging Markets Diary (August 23, 2010)
Emerging Markets Diary (August 23, 2010) Strengths Hong Kong's unemployment rate fell to a lower-than-expected 4.3 percent in…
Energy and Natural Resources Market Diary (August 16, 2010)
Energy and Natural Resources Market Diary (August 16, 2010) Strengths The Baltic Dry Index of freight rates jumped…
Emerging Markets Diary (August 16, 2010)
Emerging Markets Diary (August 16, 2010) Strengths China’s exports rose 38.1 percent from a year ago to a…
Risk and Recovery in Russia
Russia has a lot of upside, and a big part of why is the risk trade.
Russia was one of the top emerging markets in July, rising 10.3 percent as risk tolerance came back into the market.
And we think this upward trend can continue – Russia has a l...
Back to Zero: Deflation Fears Emerge (Sonders)
This article is a guest contribution by Liz Ann Sonders, Senior Vice President, Chief Investment Strategist, Charles Schwab…
Emerging Markets Diary (August 2, 2010)
Emerging Markets Diary (August 2, 2010) Strengths South Korea’s GDP expanded by a faster than expected 1.5 percent…
Seeing the Good and Bad in Latin America
Global Strategist Jack Dzierwa is just back from an extensive research trip across Latin America. In addition to checking on agricultural prospects in Brazil (detailed here: Brazil Feeds the World), Jack traveled to Chile and Argentina. There he found ...
International Market Snapshot (July 22, 2010)
This note is a guest contribution by Bespoke Investment Group. The S&P 500 has made a nice move…
Mobius: Comments on Brazil, India, and Emerging Markets
This article is a guest contribution from Mark Mobius, Vice-chairman, Franklin Templeton Investments. Here are my responses to…
