Sunday, January 31, 2010

What Does The F Mean On Reciepts?

Brazil 2014: "not only football and samba ...

Q hen you look at the emerging countries, almost always you look at Asia, especially China and India.
This rightly so, because the results of this are stratospheric and from the point of view
stock, both from the standpoint of the real economy.
Brazil, although not entirely neglected, however, is rarely seen in

same way China and India. Rarely pernsa to Brazil as the next big
superpower.

Maybe Brazil does not dominate the world, but the numbers to be between four to five
most important countries has them all.
President Lula, very populist speeches, turned into pragmatic reality

and scored remarkable results. He defeated the runaway inflation of the 80s and 90s
, has created more than 5 million jobs since 2000 and thanks al boom
delle commodity (soprattutto quelle agricole), il paese ha un surplus commerciale
e sta ripagando il suo debito internazionale. Probabilmente, molto presto le sue
obbligazioni diventeranno “investment grade”. La crescita economica, infine,
è oltre il 5% l’anno.
Naturalmente, in termini assoluti, non c’è bisogno di dire che il Brasile è la più grande
economia del Sud america e punto di riferimento per i paesi dell’area.
Non c’è dubbio che esistano anche dei problemi. Il Brazil is corrupt and ultra-regulated.

But perhaps other emerging countries are different. Russia has perhaps a corrupt political class
? India has not perhaps a huge bureaucracy (perhaps worse
Italian). China has not a single party that can decide everything from day to day
?

In terms of potential, Brazil is well positioned to exploit the boom in agricultural commodities
and above all, very important in these uncertain times, it
located in an area isolated from large problems involving the rest of the world, as
terrorism, the clash of civilizations, the winds of war.

For all these aspects, among other emerging Brazil is perhaps the lowest risk.
Finally, as an investment, Brazil has a strong bull market actions
and the housing market is experiencing a real boom, with properties that
are highly sought by international investors.

And also its currency, the Real, is not only appreciating against the dollar, but
also against the euro.
Sicuramente la sua Borsa sarà volatile, come tutti gli emergenti. Ma sapendo gestire

il timing e l’aspetto psicologico dell’investimento, i fondamentali sono davvero ottimi.

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