Thu Jan 21, 2010 16:39 UTC |
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 16, 2009 15:47 UTC |
On November 12, Business Monitor International hosted a major investors’ conference on the risks, opportunities and outlook for emerging markets over the coming decade. Justin Patrie talks with senior BMI strategists Terry Alexander and Tim Cooper about some of the themes and surprises that emerged from the conference. Highlighted topics include EM outperformance, structural drivers [Read more...]
Standard Podcast [22:05m]
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Tags: Asset Bubble, Business Monitor, China, conference, convergence, EM, emerging markets, financial crisis, GDP
Posted in: Africa, Asia, China, Emerging Europe, Equities, Financials, Inflation/Deflation, Latin America, Middle East, Podcast, US
