Tue, Sep 2, 2014
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. Study shows what resonates with investors: 'Unwavering', 'passionate' beats 'committed', 'dedicated' and more surprises[more]

    Komfie Manalo, Opalesque Asia: A new study by Pershing Square, a unit of BNY Mellon company, showed that an effective value proposition strengthens audience connections and fosters growth, yet many advisors have had little objective guidance in formulating such statements until now. In the

  2. Comment – Why you should avoid the hottest hedge fund hands, Swedroe attacks Hussman over risk management, relative value strategy[more]

    Why you should avoid the hottest hedge fund hands FromCNBC/Yahoo.com: Investors who don't have money with Pershing Square Capital Management are likely salivating at the hedge fund's industry-leading 26 percent return from January through July. But investing with Bill Ackman and other to

  3. AIMA makes 'the case for hedge funds'[more]

    Bailey McCann, Opalesque New York: The Alternative Investment Management Association (AIMA), the global hedge fund industry body,

  4. Managed futures' global diversification is important in next phase of economic recovery[more]

    Komfie Manalo, Opalesque Asia: The global diversification provided by managed futures may prove to be extremely valuable as the markets enter the next phase of the economic recovery, said Campbell & Company, a pioneer in absolute return invest

  5. Ex-UBS prop trader's hedge fund Manikay Partners eyes UK launch[more]

    From eFinancialnews.com: Manikay Partners, a $1.7 billion US multi-strategy hedge fund set up in 2008 by a proprietary trader from UBS with backing from Goldman Sachs, is planning to open in the UK. New York-based Manikay's move into Europe comes after Financial News revealed on Monday that Aurelius