Insurance covering infrastructure, debt, health, and other
non-life risks is poised to expand quickly in Brazil, say investors.
By staff reporters
Category: 2014 May / June
MAY/ JUNE 2014 FRONT NOTES: A question of timing
Successful investing is often a game of getting on the right side of political change. Take the recent price swing in Brazil after polls were published showing a drop in President Dilma Rousseff’s popularity: time will tell whether investors were right to buy back into companies like state-owned oil firm Petrobras, ahead of the elections […]
NEWS: BONDS: Bonds surge, splutter
Sovereigns and quasi-sovereigns took advantage of surging
appetite. Corporates also jumped into the issuance spree, seeing strong demand and ample liquidity. By Eduardo García
NEWS: EQUITY: Oi dials up success
After a poor showing for Latin America’s equity markets,
Brazilian telecom Oi’s jumbo follow-on showed that deals can get done.
By Katie Llanos-Small
EQUITY INVESTOR SCORECARD: The hard way
Posting returns from a portfolio of Latin American equities over the past year has not been an easy task: indices fell under fears of higher US rates and falling Chinese growth. This year’s equity investor scorecard, for the 12 months to end March 2014, is more a game of who posted the lowest losses than […]
NEWS: LOANS/PEOPLE: Going large
A surge in interest in syndicated loans — on both borrower
and lender sides — has driven a rush of transactions, many of which were increased in size. By Karen Schwartz
BANK CAPITAL: Slow going
Subordinated debt issuance in Latin America is expected to remain thin until at least next year. With more clarity on the regulations, savvy banks may take first mover’s advantage. By Karen Schwartz
NEWS: M&A: Buying time
Large-scale acquisitions underscore the growing scope of
Latin companies, while a flood of smaller transactions keep deal flow high. By Katie Llanos-Small
BRAZIL INVESTOR SCORECARD: Up and down
Fund managers have had to stay on the right side of volatility after a sell-off in emerging markets and a turn in local monetary policy. By Dominic O’Neill
PARTING SHOT: JIM O’NEILL: Beyond Brics
The region’s policymakers have much to do if they are to consolidate the gains of the past decade, and prosper, as the US recovers and China slows. By Jim O’Neill