Sun, May 3, 2015
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. U.S. does not want hedge funds to invest in offshore re-insurers for tax purposes[more]

    Komfie Manalo, Opalesque Asia: The U.S. Treasury Department on Thursday introduced a new rule aimed at limiting hedge funds’ ability to reduce their tax bills by investing in insurance companies in offshore tax havens. As a general rule, the U.S. tax laws does not allow hedge funds to use off

  2. Ruling: Hedge funds suing Argentina can have access to bond offering details[more]

    Komfie Manalo, Opalesque Asia: U.S. District Judge Thomas Griesa in Manhattan ruled yesterday that hedge funds are entitled to details of a recent bond offering by Buenos Aires, reports

  3. SEC charges funds of hedge funds Alpha Titans, executives, and auditor for improper expense allocations[more]

    Update: Please note the important updated information at the end of the article.The Securities and Exchange Commission today announced charges against a Santa Barbara, Calif.-based hedge fund advisory firm and two executives involved in improper allocations of fund assets to pay undisclose

  4. Update: Wall Street has strong feelings about Jon Corzine trying to make a comeback[more]

    From Businessinsider.com.au: Former New Jersey Governor Jon Corzine is thinking about starting his own hedge fund, according to the Wall Street Journal, and because of the way his last firm imploded, Wall Street has strong feelings about that. “Truth is the larger seeders would never give him money

  5. Opalesque Exclusive: Cybersecurity and hedge funds - A manager’s experience, Part Four[more]

    Benedicte Gravrand, Opalesque Geneva: Ruane, Cunniff and Goldfarb, Inc. used to have their own IT infrastructure. Todd Ruoff, Executive Vice President in charge of trading, operations and technology, was responsible for its maintenance. Then he started looking at outsourced providers a couple of