Just two of the four largest Caribbean economies – Dominican Republic and Trinidad & Tobago – are expected to grow this year. Barbados and Jamaica will shrink, albeit less than in 2009.
Category: 2010
Loan Market: Brazilian Lenders Step Up
Foreign lenders to LatAm companies face fewer opportunities owing to a hot bond market and Brazilian banks’ ravenous appetite. Hopes are pinned on big ticket M&A.
Peru Railroad Investment: Funds Spring Up
New infrastructure funds are springing up to finance billions of dollars in Peruvian railroads. The government hopes to also see investment from commodity producers.
Brazil Elections: Battle of Bureaucrats
Brazilian elections will likely feature two competent, slightly dull bureaucrats. However, behind workaday exteriors lie tough personalities with ruthless political instincts.
Political Risk: Latin American Markets Brace
Investors are troubled much less by the politics of Latin
America than they fret over governance in Washington and Europe. However, even Brazil conceals risk that is not priced in.
Brazil Equity: Rally Hits Headwinds
A game of two halves is predicted for Brazilian equity, which started 2010 on shaky ground. New issuance is scheduled for the first half, but volatility will follow.
Santander Brazil Interview: Backing a Challenger
After a 14 billion real IPO, Santander Brazil is flexing its muscles to take on Bradesco and Itaú Unibanco. Credit cards and corporate banking will drive growth.
Brazil Structured Finance: Slow and Steady Progress
With the credit crisis behind it, Brazil’s small but solid structured finance market is poised to expand again. Residential real estate is becoming a reality.
MAN OF THE YEAR: Leading Mexico’s Global Champion
Brazilian CEOs get all the attention but a quiet Mexican manager obsessive about quality has created a true global champion. Bimbo CEO Daniel Servitje is our Man of the Year.
Brazil Infrastructure: New Model Hopes Fade
The World Cup and Olympics offer a once-in-a-lifetime opportunity for Brazil to engage the private sector and foreign banks to update infrastructure.
