Sun, May 29, 2016
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Opalesque Radio

Investing in Brazil: Attractive Asset Valuations
Radio Feature 93: Sona Blessing in conversation with Marcelo Aranha
 
Wednesday, March 12, 2014

radio At Quest, also managers of the Nordea Brazilian Equity Fund, Marcelo Aranha is a senior equity analyst and co-portfolio manager of its Equity Funds.
He is responsible for developing equity strategies focused on natural resources, real estate, and infrastructure. Prior to this he has been a portfolio manager at Schroders and was responsible for long/short equity strategies, focused on commodities, infrastructure and small cap names.
In this podcast he makes the case for investing in Brazil the world’s second-biggest emerging market.

 Download this feature as MP3 (40.30 MB)

 
Listen to the complete feature
Investing in Brazil: Attractive Asset Valuations

Duration: 17:36 

 

Or listen to selected sub-features
  • Q1 - What do you attribute the fairly low portfolio allocation by investors to Brazilian assets?

    Duration: 02:17 


  • Q2 - In the context of economic growth how relevant is the outcome of the upcoming elections?

    Duration: 02:03 


  • Q3 - How dependent is Brazil’s economy on that of China’s?

    Duration: 03:45 


  • Q4 - How concerned are you about exports to Argentina?

    Duration: 02:49 


  • Q5 - Where do you see investment opportunities -are there signs suggesting that the Brazilian stock exchange Ibovespa is bottoming?

    Duration: 02:29 


  • Q6 - What is your view on inflation and it being managed in keeping within the central bank’s target range?

    Duration: 02:21 


  • Q7 - Do you think Brazil could lose its investment grade rating?

    Duration: 01:53 



Radio Link
  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. Performance - Hedge fund ETFs take a battering, Have long-short credit funds delivered?[more]

    Hedge fund ETFs take a battering From ETFStrategy.co.uk: It was a blow for the hedge fund world when Hillary Clinton’s son-in-law Marc Mezvinsky announced he would be closing his Greek-focused fund after it plummeted in value by 90%, just two years after it launched. For passive investor

  2. Ares Capital to buy American Capital in $3.4 billion deal[more]

    From PIOnline.com: Ares Management's business development company Ares Capital Corp. is buying troubled BDC American Capital for $3.43 billion, said a joint news release by the BDCs and another release by Ares Management. Ares Capital Corp.'s assets are expected to grow to about $13.2 billion when t

  3. Launches - Man Group and American Beacon launch new emerging debt fund, Nikko AM launches new Japan equity UCITS fund[more]

    Man Group and American Beacon launch new emerging debt fund American Beacon Advisors, an experienced provider of investment advisory services to institutional and retail markets, launched the American Beacon GLG Total Return Fund today. The Fund became effective May 20. The America

  4. Emerging markets hedge funds perform strongly, but capital base erodes[more]

    Komfie Manalo, Opalesque Asia: Latin American Emerging Markets and Russian hedge funds lead industry gains in the first months of 2016, posting strong performances through April as global and EM equity, commodity and currency markets surged in recent weeks following steep losses to begin the year

  5. Americas - Australian banks sending U.S. hedge funds broke, Ryan Puerto Rico ‘rescue’ bill could be windfall for hedge funds[more]

    Australian banks sending U.S. hedge funds broke From SMH.com.au: US hedge funds are not having the best of years. Profits are hard to find, they're underperforming and the punters are losing patience, withdrawing US$15 billion ($20.8 billion) in the March quarter. They're expected to wit