Investing in Brazil News

Raia Drogasil (BVMF: RADL3 / OTCMKTS: RADLY): Room to Grow in a Fragmented Industry

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Raia Drogasil (BVMF: RADL3 / OTCMKTS: RADLY) is the largest pharmacy chain in Brazil where the market is heavily fragmented and where it has one of the 10 largest digital retail platforms.

To continue reading: Raia Drogasil (BVMF: RADL3 / OTCMKTS: RADLY): Room to Grow in a Fragmented Industry

Vivara Participacoes Sa (BVMF: VIVA3): Vertical Integration as a Moat

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Brazil based and vertically integrated Vivara Participacoes Sa (BVMF: VIVA3) is the largest jewellery retail chain in Latin America. They are unique as they control sourcing, design and production.

To continue reading: Vivara Participacoes Sa (BVMF: VIVA3): Vertical Integration as a Moat

Cogna Educação (BVMF: COGN3 / OTCQX: COGNY): One of the World’s Largest Private Education Providers

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Vasta Platform Limited (NASDAQ: VSTA): A Brazilian Subscription Based High Growth Education Company

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Vitru Limited (NASDAQ: VTRU): Positive Momentum for Brazil’s Leading Distance Learning Higher Education Provider

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Arco Platform Limited (NASDAQ: ARCE): Minority Shareholder Are Wary of this Brazil Education Stock

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Afya (NASDAQ: AFYA): Shares of Brazil’s Leading Medical Education Group Struggle to Breakout

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YDUQS Participações (BVMF: YDUQ3): Digital Learning Investments Pay Off as Growth Continues

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On the Ground in Brazil (East Capital)

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Brazil’s Grievous Manufacturing Collapse (The Emerging Markets Investor)

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Itaú Unibanco Offer for Itaú Corpbanca Minorities; Good Value or Value Trap? (Smart Karma)

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Brazil Beckons with Low Valuations and Growth Potential (Van Eck)

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5 Attractive Dividend Stocks From An Emerging Markets Country (Seeking Alpha)

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Brazil and the Return of Neomercantilism (The Emerging Markets Investor)

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EMs With Stronger Fundamentals Should See Inflows (Capital Group)

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No, Brazil and Argentina Aren’t Planning a South American Version of the Euro. Here’s What’s Going On. (Market Watch via MSN)

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Brazil’s Central Bank On The Verge Of Raising Its Inflation Target As It Spirals Into The Inflationary Abyss (Zero Hedge)

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Brazil Court Grants Bankruptcy Protection For Retailer Americanas (Reuters)

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Americanas: Rial Encontra Inconsistência de R$ 20 Bi Nas Contas e Decide Não Seguir Como CEO (exame invest)

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Brazil’s Americanas Could Face Up to $8 Billion Early Debt Charges After Accounting Scandal, Court Warns (Reuters)

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International Meal Company – MEAL3 – LATAM Stocks Investment Analysis #11 (Latam Stocks Substack)

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Telefonica: There’s A Significant Upside At This Valuation In 2023 (Seeking Alpha)

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Emerging Markets Debt: Springtime in January? (Barings)

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Investors Look to Emerging Markets as Planets Align For End of U.S. Dollar Bull Market (The Globe & Mail)

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Emerging Market Investors: Drop a Bric and Pick Up a Bimchip (Financial Times)

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Conservatism Grows in Brazil, Despite Leftist President’s Win (Wall Street Journal)

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Latin America’s Pink Wave Faces Investor Skepticism (The Emerging Markets Investor)

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Kiplinger’s Personal: Don’t Give Up on Developing Markets (Kiplinger’s Personal Finance)

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Investors in Emerging Market ETFs Should ‘Look Under the Hood’ (Reuters Video)

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Analysis: Donations From Brazil Farm Sector Boost Bolsonaro’s Re-election bid (Reuters)

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Brazil: Setting the Stage for a Brighter Future? (Franklin Templeton)

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“Confidence Shaken:” US Firms In China Look Elsewhere As ‘Friendshoring’ Gathers Steam (Zero Hedge)

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Relaxed Financial Markets Look at Lula’s Comeback (Amundi)

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Outlook On Emerging Markets (Lazard AM)

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Emerging Markets Interesting for Income Right Now (FT Advisor)

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Brazil: A Nation Divided | FT Film (Financial Times)

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The Brazilian Real and the Mexican Peso Have Climbed Against the Dollar as it Steamrolls Rival Currencies This Year — But Economic and Political Risks Could Eat Into Their Gains (Markets Insider)

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Investors Love and Hate Lula a Decade After He Made Them Very Rich (Bloomberg)

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Mercado Libre CFO Talks E-commerce Markets, Fintech Services, Crypto, Outlook (Yahoo! Finance)

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Forget China. These 3 Emerging Markets Are Better Bets. (Barron’s)

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Secret to Enduring Stagflation Sends Traders to Emerging Markets (Bloomberg)

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“Friendshoring” Trend Sees Companies Moving Ops To Dodge Tensions And Trade Wars (Zero Hedge)

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How Food Inflation is Swallowing Latin America’s Dietary Staples (Financial Times)

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Latin America’s Vicious Circle is a Warning to the West (The Economist)

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Pricey Tortillas: LatAm’s Poor Struggle to Afford Staples (AP)

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Inflation Returns to Haunt Brazilians (Financial Times)

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Latin America’s Unicorns Face a Reckoning as VCs Flee Risk (Bloomberg)

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It’s Getting Too Expensive to Export Soybeans From Top Grower Brazil (Bloomberg)

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Sanctions on Russia: Disruptions in Emerging Markets (Global Risk Institute)

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Brazil: Worth a Closer Look (Franklin Templeton)

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Emerging Markets, Leftist Latin Americans, and the Next Taper Tantrum (LGIM)

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Global Emerging Markets: Country Allocation Review, H1 2021 (Federated Hermes)

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Brazil and South Africa: Two Continental Giants with Feet of Clay (PGIM Fixed Income)

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Global Emerging Markets: Country Allocation Review 2021 (Federated Hermes)

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Local Investors Discover Brazilian Stocks (Franklin Templeton)

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Active Managers’ Outperformance in Brazilian Bond Funds: Skill or Price Distortion? (S&P Dow Jones)

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COVID-19: A Positive Tipping Point for Some Brazilian Banks? (Franklin Templeton)

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China’s SGID to Become Major Player in Chilean Electricity Market (The Asset)

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Brazil Takes Big Reform Step (Franklin Templeton)

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False Narratives: Rise of the Emerging Market Middle Class (Advisor Perspectives)

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South American Rumbles: Argentina and Brazil Developments (Pictet)

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Latin America: Where to Find Growth in 2019? (Pictet AM)

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Emerging Market Debt: Looking Towards ‘Beaten Up’ Opportunities (GAM)

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Exchange Rate Predictability in Emerging Markets (Amundi AM)

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South American Economies Dive South as Growth Outlook Dims (Bloomberg)

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Economic Survey of Brazil: Towards a More Prosperous and Inclusive Brazil (OECD)

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The S&P Indices Versus Active (SPIVA) Latin America Scorecard (S&P Dow Jones Indices)

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A Turning Point in Brazil (William Blair)

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3 Emerging Market Risks Companies Should Watch for in 2018 (Harvard Business Review)

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Latin America: Will Politics Overshadow GDP Growth? (Invesco)

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Emerging Markets: Why Politics Matter in 2018 (Hermes)

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Burying the Legal Ghosts of Brazil’s Hyperinflation (Project Syndicate)

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The 5 Best Emerging Markets for 2018 (Kiplinger)

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Brazil Is Ready for Its Own TV Star President (Bloomberg)

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Bloomberg Quicktake: Brazil’s Highs and Lows

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Political Reckonings Loom in Pivotal Elections Across Latin America (WPR)

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5 Major Conservative Victories in Latin America in 2017 (Breitbart)

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Brazil’s Argentina Moment (Project Syndicate)

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Mark Mobius Answers Readers’ Questions (Mobius Blog)

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2017 Global Retail Development Index (ATKearney)

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Argentina Rises as Brazil Sinks on Bad News (Barron’s)

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Nomura’s Morden: Argentina Faces Risks From the Duration of Brazil Contagion (Barron’s)

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Morgan Creek Capital’s Yusko: “Killer Ds” Will Hurt the Developed World (CNBC)

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Invesco Manager: Brazil a “Sinkhole of Corruption Still Searching for a Bottom” (Forbes)

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Stocks with 10% or More Sales Exposure to Brazil (Goldman Sachs)

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Downgraded Countries Were Top Emerging Market Performers in 2016 (IOL)

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Brazil Readies $18.5B Public Spending Plan (Valor Econômico)

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Latin American Political Turmoil is Roiling These Markets (Bloomberg)

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Bloomberg’s Misery Index’s Most Miserable Emerging Markets

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2016 Was Awful for Brazil and 2017 Doesn’t Look Much Better (Bloomberg)

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Brazil’s Giant Problem: The State (WSJ)

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Brazil’s Middle Class Feels Recession Pains (CNN Money)

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What Risks Do Emerging Markets Pose to US Economy? (Bloomberg)

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Which Emerging Markets Have the Most Leveraged Stocks? (Bloomberg)

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Oppenheimer’s Leverenz Blames “Radical Collapse” in FX Markets for Poor Performance (WSJ)

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Brazil Heads for Worst Recession Since 1901 (Bloomberg)

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Brazil: What’s Gone Wrong Plus Four Scenarios (Miami Herald)

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Infographic: Brazil Left in the Lurch by China (WSJ)

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Chart: Brazil Exports to China Begin to Cool (WSJ)

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GAM’s Love: Emerging Markets Might Double Your Money Over Four Years (FE Trustnet)

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Latin American Stocks to Consider (Aberdeen)

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Aberdeen LAQ Manager: Brazil “Looks to be Slipping Into a Recession”

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Investor Sentiment Survey: What Emerging Market Investors Think (Franklin Templeton)

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Brazil Consumer Confidence Falls in Latest Nielsen Survey

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Is There Progress Fighting Latin American Corruption? (Economist)

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Mark Mobius’ Contrarian Case for Investing in Brazil (Mobius Blog)

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The 15 Most Miserable Emerging Market Economies (Bloomberg)

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New Fragile Five Facing a Forex Crisis: Argentina, Brazil, South Africa, Ukraine & Venezuela (Institutional Investor)

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Key Findings: Credit Suisse Emerging Markets Consumer Survey

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YPO CEO Survey: Brazil CEO Confidence Stagnates (YPO)

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Emerging Market CDS Volume Up 46% in 2014 (EMTA)

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Psigma’s Gregory: Avoid Economies With Current Account Deficits (FE Trustnet)

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Margetts’ Ricketts: Low Oil Prices Mean Asia and Emerging Market Funds Can Keep Rallying (FE Trustnet)

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Emerging Market Acronyms Like “Fragile Five” are Misleading and Unhelpful (SCMP)

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The State of Big Emerging Markets on One Giant Map (BI)

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Brazil Slightly Lower in the Latest Global Competitiveness Report

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China Still Leads the BRICs in the Global Competitiveness Report

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Emerging Market Stocks Advance on Reform Themes & Central Bank Expectations (Bloomberg)

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Emerging Markets Election Timetable 2014 (Aberdeen)

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Lowe’s Companies Said to be Looking for Acquisitions in Brazil (Bloomberg)

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Volkswagen Hit By Falling Emerging Market Sales (FT)

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BRICs Morphing Into an Anti-dollar Alliance (MT)

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Artemis’ Edelsten: Emerging Markets are Expensive With the Exception of China (What Investment)

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Getting Bullish on Brazilian Consumer Stocks (CNBC)

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Emerging Markets in the East Converging With Developed Markets in the West (Create Research)

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Why Emerging Market Refrigerators Contain Cold Hard Economic Data (II)

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“Fragile Five” Emerging Markets No Longer That “Fragile” (AP)

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S&W’s McGrath: Emerging Markets Are at the Perfect Entry Point (FE Trustnet)

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India ETF Flows Touch $1.5 Billion, Highest Among its BRIC Peers (Economic Times)

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Surviving the Pharma Drug Price Wars in Emerging Markets (PharmExec.com)

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Brazil’s Million Prostitutes are Preparing for the World Cup (The Independent)

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The Emerging Market Sand Trap: Financial Reports, Currency & Other Risks (Epoch Times)

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Why Emerging Markets Are Back in Style for Investors (Breakout)

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Emerging Markets Will Represent Over 50% of Global Vehicle Capacity in 2020 (IHS)

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Election Results in Some Fragile Five Emerging Markets Calm Investors (Reuters)

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Mark Mobius’s Favorite Emerging Markets: Indonesia, Russia, Brazil, Vietnam and South Africa (WSJ)

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Mark Mobius’s Emerging Markets Outlook (WSJ)

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Emerging Market Investors Need to Think Beyond Investing in the BRICs (II)

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