Brazil
Brazil, Russia Favored in Emerging Market Survey; China Dodged
published Feb 12th 2017, 2:00 pm, by Yumi Teso and Lilian Karunungan (Bloomberg) — Combine the prospects for interest-rate cuts with their higher carry-trade returns and two countries stand out as the best bets this year in emerging markets: Brazil and Russia. In a survey of 16 investors and analysts
To Today’s Emerging-Market Investor, It’s All About the Politics
©2016 Bloomberg News O4RU0E6KLVR8 (Bloomberg) — During the boom years, when China’s demand seemed insatiable and commodity prices dependable, the emerging- markets team at Stone Harbor Investment Partners in New York visited its countries once or twice a year. In the past six months, it has made four trips to
Spotting the Emerging Markets Most at Risk: Mark Whitehouse
©2016 Bloomberg View O1U7S46S9728 (Bloomberg View) — Investors worried about emerging markets face a vexing question: Which countries are actually the riskiest? By one measure — corporate leverage — Brazil and India stand out, though for China and Turkey the answer depends on how you look at it. As I noted
Emerging Stocks, Currencies Gain as Economic Confidence Returns
©2015 Bloomberg News NX9F936K50XZ (Bloomberg) — Emerging-market assets rose for a third day as increasing confidence that the global economy is stabilizing outweighed concern that a pending increase in U.S. borrowing costs will lure money away from developing nations. Colombia’s peso led gains in currencies, strengthening 3.5 percent against the
Goldilocks Farm Weather Makes Hedge Funds Most Bearish on Record
©2015 Bloomberg News NP7TSVSYF01T (Bloomberg) — Hedge funds accumulated the most bearish bet ever on crops from corn to soybeans after a mix of sunshine and rain created almost perfect growing conditions for U.S. farms. Across the Midwest, the weather’s been dry enough to get fieldwork done, with enough showers
Taper Tantrum Victims Make Way for New Trio of Fragile Countries
©2015 Bloomberg News NP31NB6JTSED (Bloomberg Business) — Morgan Stanley called them the Fragile Five. Brazil, India, Indonesia, South Africa and Turkey were the quintet of countries that suffered through a market rout two years ago after the Federal Reserve initially signaled it would reduce monetary stimulus — the so-called taper
Brazil Makes Latin America Fallen Angels Hub, Moody’s Says
©2015 Bloomberg News NN6ADH6KLVR8 (Bloomberg) — Brazil’s stagnant economy and sinking currency are putting investment-grade ratings at risk, making Latin America the region with the biggest number of high-grade bonds that could end up as junk, Moody’s Investors Service said. Power producer Centrais Eletricas Brasileiras SA and builder Construtora Norberto
Coffee Goes From First to Worst as Hedge Funds Hold Short Bets
©2015 Bloomberg News NMPJX96K50XS (Bloomberg) — Coffee, last year’s best-performing commodity, is now the worst thanks to the return of rains in parched growing areas of Brazil. Showers in February and March brightened the outlook for crops that will start being collected in May. With more coffee on the way, exporters
Bloomberg Business: Brazil Pledges Anti-Corruption Moves After 1 Million Hit Streets
Copyright 2015 Bloomberg. NLA4EB6KLVRH (Bloomberg) — Brazil’s government will present a package of anti-corruption measures after more than 1 million people, some of them calling for President Dilma Rousseff’s impeachment, took to the nation’s streets Sunday. Rousseff will deliver the package within days, Secretary General Miguel Rossetto and Justice Minister Jose
