Brazil’s president-elect ‘Lula’ da Silva will take over an economy in decent shape and with a central bank which has been ahead of the curve in the fight against inflation
Brazil
Global banks exodus from Latin America could prove short-sighted blunder
As international banks exit Latin America, private clients are being badly treated in the fallout. Can local players fill the gap?
Local Latin American banks seize chance as turmoil engulfs region
Latin America’s richest individuals have seen their wealth hit hard by drops in commodity prices, while many international banks have reduced their footprint or backed out of the region entirely
Emerging markets see light at end of the tunnel
The prospects for emerging markets look better than they have done for some time while equity valuations remain attractive. Is now the time to invest?
Best of Brics crown is up for grabs
Bradesco’s Reinaldo Le Grazie and Manuela D’Onofrio of UniCredit discuss which of the Bric economies offers the best investment opportunities
Bargains to be found as emerging markets fall out of fashion
Most private banks are underweight emerging market equities following a torrid couple of years for these economies, but attractive valuations could represent something of a buying opportunity
Can election fever prove harmful to investors?
A number of the biggest developing economies have scheduled elections this year but just how big an impact do these polls have on markets?
Emerging markets down but not out
Political upheavals and the tapering of QE have hit emerging markets hard, but some investors are highlighting the attractive valuations and long-term opportunities available in these economies
Radical change for factors shaping emerging market growth
Fears over falling growth rates and the end of QE have made investors wary of emerging markets, but these economies should receive a boost as the developed world recovers
Currency volatility central to portfolio performance
The Fed’s potential tapering of quantitative easing is just one reason why it is vital portfolios are hedged against currency risk, while private investors can benefit from fluctuations
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