Everything you need to know about Brazil investing
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CADE rejects Telefónica and Telecom Italia merge. Vodafone is arriving in Brazil?
Brazilian antitrust authority, Administrative Council for Economic Defense (Cade) rejected Telefónica’s (TEF) embargoes and kept the fine of BRL 15 million that was imposed on the company for breach of the agreement signed in 2010, by which it should stay away from TIM (TSU), controlled by Telecom Italia (TI). Official Announcement With the negative for…
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Long in Brazil? Then Cheer Against it in FIFA’s World Cup
Wait.. What does football has to do with economy or stock investment? And even worse, how come a negative result for the country can be positive for it’s economy? Fair questions. And to answer them, we have to remind that this year is also election year in Brazil and that football is not just one…
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Itaú Unibanco: Largest Private-Controlled Bank in Latin America
Itaú is the second largest bank in Brazil. Only behind Banco do Brasil, which is a government-controlled bank, even though part of its equity is traded at Bovespa. We do not recommend exposure to government-controlled companies in Brazil so Itaú is the largest bank we cover in LATAM. Itaú Unibanco was formed as the merge…
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Historical Moment for Brazil!
Brazilian supreme court has mandated the immediate imprisonment of eleven politicians involved in curruption during the government Lula. First of all, this topic should not be used by other parties for political purposes. The ones that are mostly celebrating the sentence, PSDB supporters, should remember that the CPI (parlamentary investigation) has determined that the mensalão has…
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Brazil Inflation
Below you will find the main Brazilian inflation indexes in the recent months, as well as the accumulated in the last two years and in the last 12 months. Wondering what each of indexes mean? Find out what they mean here. Or find more about the perspective for the Brazilian Inflation and interest rate moving forward…
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Sugar and Ethanol Producer? Cosan is much more than that nowadays!
Cosan’s most known business is indeed Ethanol and Sugar production. That’s how the company started and they are still the largest producer in Brazil and a major player worldwide. However, due to volatility in these commodities’ prices, Cosan’s management has been diversifying its activities in the last few years and now half of it’s EBITDA…
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Brazilian GDP beats expectation in Q3 and grows 1.5% QoQ. But is that sustainable?
The result of the GDP may have shown some relief that the economy is still growing. However, this result is still not a guarantee that the situation is better and that the growth in the year will be higher than current expectations, around 2.5% YoY, the so called PIBinho, diminutive for GDP in Portuguese. Manufacturing…
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IPCA, IGP-M, IPC, INCC. How to make sense of Brazilian Inflation indexes?
In this article, we explain the difference between the many Brazilian inflation indexes, IPCA, IPGM, IPC and INCC and do some parallel to US equivalent indexes, when relevant. Recent inflation information for brazil can be found here. Or find more about the perspective for the Brazilian Inflation and interest rate moving forward IPCA (Índice Nacional de…
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Braskem: Largest Petrochemical in Latin America
Braskem is Brazil’s largest integrated petrochemical cracker and thermoplastics maker. The company produces a portfolio of petrochemical products including ethylene, propylene, butadiene, toluene, xylene, benzene, gasoline, diesel oil, liquefied petroleum gas (LPG), as well as thermoplastic resins, such as polyethylene (PE), polypropylene (PP) and polyvinyl chloride (PVC). As of December 31, 2011, the Company had 35…
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Got MIlk? Got Meat? BR Foods has strong brands in the meat processing and dairy industry in Brazil
BR Foods owns three very strong brands in the food market in Brazil: Perdigão, Sadia and Batavo. With more than 55,000 employees, it is one the largest Brazilian processed food companies. Its international operations reach more than 140 countries. The firm sells over 3,000 products both domestically and abroad, with a focus on the sale of processed…
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