The Brazil bull run is in danger of being derailed by inflation, an over-valued currency and choppy commodities. But a bloodbath is not expected.
Category: 2008
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Andean Special Report: Land for Sale
Peru is in the midst of sweeping agricultural reform. Unlike the first round four decades ago, which distributed land to peasants, the state is now actively targeting investors.
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Brazil Special Report: VC Awaits Big Breakthrough
Incubators for entrepreneurs in Brazil have increased three-fold during the past five years and venture capital has taken off. However, Brazil awaits a grand VC success story.
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Andean Special Report: Ore Dreams Turning Reality
It has taken 160 years, but the waiting may finally be over for Bolivia’s massive Mutún deposit. Many remain skeptical that the iron ore will ever see the light of day.
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Brazil Special Report: Infrastructure Indecision Thwarts Ambition
After all the hot air about desperate need for investment, Brazil has failed to deliver on many infrastructure promises. Borrowers and potential investors are meanwhile stacking up.
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Andean Special Report: AFP Growth Outstrips Market
Peru’s private pension funds are growing as fast as the country’s roaring economy. A dearth of investment opportunity holds them back and new products and regulatory change are needed.
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Brazil Special Report: ABS Shuffling Ahead
Brazil’s structured market has not been fully poisoned by
sub-prime. It will likely expand slightly this year, but strong growth is unlikely as locals have plenty of high-yield options.
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Andean Special Report: Biofuels in Bloom
Colombia is targeting expansion in biofuels, spurred by an improved business and security environment. Significant investment is urgently needed.
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Brazil Special Report: Abandon all hope?
A secondary nosedive for OGX following a jumbo IPO adds to the gloom in Brazilian equity. There are hopes of a rebound, but the short-term outlook is bleak.
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Caribbean Special Report: Castles Made of Sand
The Caribbean struggles to reach critical mass to attract investors as insularities among members persist. The world economic downturn erodes tourism, an economic pillar for the region.