Posts Tagged ‘Bovespa’
Thu Jan 21, 2010 16:39 GMT |
In this week’s Business Monitor Podcast ‘role-reversal’ Terry Alexander, Head of Country Risk and Capital Markets at Business Monitor, interviews Mark Schaltuper, Head of Latin American Markets, on the investment outlook for Brazil in 2010. With much of the ‘Great Brazil Hype’ already priced in, Mark argues that the tide may be turning for Brazilian [Read more...]

Standard Podcast [14:15m]
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Tags: Bovespa, Brazil, Brazilian real, economic policy, election, EM, Equities, FX, Lula, US dollar
Posted in: Currencies, Equities, Financials, General, Latin America, Podcast
Mon Nov 2, 2009 18:03 GMT |
Last week my colleagues at Business Monitor and I took off our bullish key market view of the Brazilian Bovespa index, following gains of around 13.8%. The monthly chart, which was run in the Latin America section of Business Monitor Online, highlights the strong potential of a major reversal. The accompanying chart below is the [Read more...]
Tags: Bovespa, Brazil, Brazilian economy, Dow Jones, emerging markets, Equities, technical analysis, US, US banking system, US economy
Posted in: Equities, Financials, General, Latin America, US
Mon Oct 5, 2009 17:41 BST |
Me and my colleagues at Business Monitor have remained outright bullish the Brazilian Bovespa since early August – a view which continues to look very strong in the BMI portfolio. At some point today, the position was up 10.4%, and continues to head towards BMI’s 64,000 target, following a strong weekly close last week (at [Read more...]
Tags: Bovespa, Brazil, Economic Recovery, Equities, Investor Sentiment, IOC, Manufacturing, Market Rally, Olympic Games, Portfolio Flows, Rio de Janeiro, stocks
Posted in: Equities, Financials, General, Latin America
Tue Aug 4, 2009 16:40 BST |
Today, BMI’s illustrious Key Markets View portfolio welcomes four new members - Long S&P Financials, Long Brazilian Bovespa, Long Korean Won, and Long Zambian Kwacha. There may be more to come, because there are still a lot of opportunities across asset markets. Have a look at a long-dated Nikkei chart, or some of [Read more...]
Tags: Bovespa, Brazil, Economic Recovery, Equities, Korean won, rally, S&P financials index, stock markets, Zambian kwacha
Posted in: Africa, Asia, Equities, Financials, General, Latin America, US
Thu Jul 30, 2009 16:38 BST |
Foreign portfolio investment started to return to Brazil in March, following six consecutive months of portfolio investment outflows, in which a total of US$23bn fled the country, triggered by the Emerging Market-wide sell-off in September 2008.
[caption id="" align="alignnone" width="432" caption="Brazil – Foreign Portfolio Investment (US$mn) & Bovespa Index"][/caption]
Indeed, the March-June 2009 period coincided with the [Read more...]
Tags: Bovespa, Brazil, Equities, Market Rally, portfolio investment
Posted in: Equities, Financials, General, Latin America
Wed Jul 8, 2009 16:01 BST |
Risk lovers may be starting to get cold feet if recent price action in Emerging Market (EM) equities and commodities is anything to go by. Indeed, I have started to see quite a few compelling short-term sell signals in global markets, and not just confined to the frontier plays, but the major EM risk bellwethers [Read more...]
Tags: bear market, Bovespa, Brazil, India, RTS, Russia, SENSEX, Shanghai Composite Index
Posted in: Asia, China, Commodities, Emerging Europe, Equities, Financials, General, Latin America
Wed Jun 24, 2009 16:13 BST |
With the economy taking a knock from global headwinds - and President Lula set to leave office in 2010 - can Brazil retain its place amongst the EM elite?
Mark Schaltuper, Latin America country risk analyst at Business Monitor International, explains why he is still excited about the Brazilian growth story, and which are the best [Read more...]

Life After Lula [10:27m]
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Tags: Bovespa, Brazil, China, Commodities, elections, Lula, petrobras, real
Posted in: Currencies, Equities, General, Latin America, Podcast