South American Rumbles: Argentina and Brazil Developments (Pictet)
There are interesting developments for investors afoot in Argentina and Brazil. Here’s what Pictet found during their latest visits.
Table of contents
01 Two sides of the falls
02 Argentina – Guido Chamorro
03 Brazil – Adriana Cristea
What Pictet found is reflected in their positioning. They are overweight in the Argentine peso and Argentinian US dollar sovereign bonds and have a small overweight to the Brazilian real, awaiting developments to potentially build on this position and possibly move overweight Brazilian local rates. READ MORE
Similar Posts:
- Nomura’s Morden: Argentina Faces Risks From the Duration of Brazil Contagion (Barron’s)
- Brazil’s Argentina Moment (Project Syndicate)
- South American Economies Dive South as Growth Outlook Dims (Bloomberg)
- Argentina Rises as Brazil Sinks on Bad News (Barron’s)
- Latin America’s Pink Wave Faces Investor Skepticism (The Emerging Markets Investor)
- Argentina: In the Midst of the Storm (Pictet)
- GAM’s Love: Emerging Markets Might Double Your Money Over Four Years (FE Trustnet)
- Emerging Market Debt: Looking Towards ‘Beaten Up’ Opportunities (GAM)
- Volkswagen Hit By Falling Emerging Market Sales (FT)
- Peso Plunge: Collapse of Currency Dredges Up Old Frustrations, Threatens Argentina’s President (Washington Times)
- New Fragile Five Facing a Forex Crisis: Argentina, Brazil, South Africa, Ukraine & Venezuela (Institutional Investor)
- Is There Progress Fighting Latin American Corruption? (Economist)
- S&W’s McGrath: Emerging Markets Are at the Perfect Entry Point (FE Trustnet)
- No, Brazil and Argentina Aren’t Planning a South American Version of the Euro. Here’s What’s Going On. (Market Watch via MSN)
- Morgan Creek Capital’s Yusko: “Killer Ds” Will Hurt the Developed World (CNBC)
Leave a Reply