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.
Category: 2010
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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.
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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.
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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.
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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.
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Vale CFO Interview: Planting Fresh Brazil Seeds
Vale’s push into fertilizers gives it a new domestic line of business with promising long term growth. It may have found a way to appease both investors and politicians.
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Colombia Infrastructure: Funds Accumulate
Colombia’s multiple infrastructure dreams look closer to becoming a reality as all the talk of the last few years moves closer to action.
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COMMENT: Where’s the Upside?
Investors who are new to Brazil may be excused for thinking it is a one-way bull run, especially after last year’s 75% stock vault.
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Colombia Capital Markets: Off Peak, But On Track
This year may not see the record-breaking flow of local bonds Colombia enjoyed in 2009. But brisk activity is expected as liquidity persists and investors continue to seek assets.
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PEOPLE: BNP Makes LatAm Push
BNP Paribas is growing the LatAm business, which it expects to be increasingly lucrative in the medium term.