The global financial crisis has turned the world order upside down. Contemplating the events since 2008, a famous hedge fund
manager (one of the handful who correctly predicted the subprime crisis) told me recently that “we, the Western world, basically have
become what the emerging markets used to be”. And where are the emerging markets – here: Brazil – today?
Brazil has learned from mistakes made in the past and successfully turned around the country. By all means, Brazil is a success story, a
creditor on foreign currency basis boasted by strong balance sheets on corporate and government level. With growth at probably 6.5%
to 7.00% and debt to GDP around 45%, the country is in much better shape than the majority of developed economies.
The Brazilian asset management and financial industries are stable and very well regulated. Brazilian funds and their investors did not
suffer from the deadly mismatch between assets and liabilities that was very common for funds in other jurisdictions. Out of 5,000
local Brazilian local hedge funds (multi mercado funds) and 120 offshore hedge funds, only two or three, mainly very small, ran into
problems. Contrast that what happened in the U.S. or with other global hedge funds.
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