As Brazil’s prospects take a turn for the worse, its much-touted consumer growth story has come to an end, says Gávea Investimentos chief Arminio Fraga. A less exciting world will replace it
Category: 2013 September / October
Latin America in 2038. A tale of two futures
Latin America has a shot at transforming its output a quarter century from now if it undertakes reforms today to boost competitiveness. But business as usual will mean a lackluster future.
Local currency debt: The color of money
Local markets continue growing as a funding source and investment opportunity, building on years of structural growth. The prospect of thinner global liquidity will offer the markets’ next big test. By Karen Schwartz
Carlos García Moreno: Lessons from the old world
Europe may be mired in crisis, but it still has a few things to teach Latin America when it comes to market development, says América Móvil’s chief financial officer Carlos García Moreno
Lee Buchheit: Back to reality
Latin America must not forget the lessons it has taught the world about restructuring, says sovereign debt veteran Lee Buchheit
