brazil

Latest news and analysis on brazil

Equities

"Deep structural pessimism" - Pzena's hunting ground for great opportunities

Brazilian equities are rebounding, but deep discounts remain. Political fears have driven valuations to levels below past crises.
John Goetz
Pzena Investment Management
Commodities

The Chinese iron ore cost of production

One of the great mysteries of Chinese iron ore production is the grade. We show that it is around 15%, meaning around four times higher cost
BHP
+5
Kingsley Jones
Jevons Global
The Pitch

Why traditional defensive investing has generated volatility and poor returns

Or, why the time for developed market bonds is long past.
Sara Allen
Livewire Markets
The Pitch

2 economies set to benefit from major US moves

There are some structural and cyclical changes taking place in these regions that are throwing up opportunities for bottom-up investors.
Ally Selby
Livewire Markets
Macro

Stock scenarios and considering the peak Fed rate

This week’s charts start with three visualisations focused on equities.
Macrobond Financial
Macrobond Financial

The surprising EM winner from higher oil prices

BHP
PM Capital
PM Capital

Centaurus - Brazilian copper and cobalt

The current ~$420 million takeover offer by OZ Minerals for ASX listed Brazilian copper miner Avanco Resources should pique the interest of investors in Brazil, a...
Mark Gordon
Mark Gordon
Independent Investment Research

Beginning to see the light for emerging markets

Marcus Tuck
Marcus Tuck
Mason Stevens

Is the worst over for emerging markets after a rough three-year stretch?

Paul Hennessy
Capital Group

Five market changes you mightn't have noticed

Fidelity International
Fidelity International

Orinoco Gold (ASX: OGX) - Exposure to one of the world's best-performing gold currencies

Gavin Wendt
Gavin Wendt
MineLife

Orinoco Gold (ASX: OGX) - Production Just Around the Corner

Gavin Wendt
Gavin Wendt
MineLife

Sunset Strip | Aussie Afternoon Institutional Market Wrap

Mathan Somasundaram
Deep Data Analytics

One of 2015's Best Gold Performers - With Production Around the Corner

Gavin Wendt
Gavin Wendt
MineLife

Emerging Markets: Focus... | AUD/USD at $0.72... Is this a "Dead-Cat Bounce? | US Earnings: Driver for Global Markets |

Niv Dagan
Niv Dagan
Peak Asset Management

High-grade gold play, Orinoco Gold, set for re-rating as first production looms

Gavin Wendt
Gavin Wendt
MineLife

Orinoco Gold makes key operational appointments, reinforces production credentials

Gavin Wendt
Gavin Wendt
MineLife

The 10 most important economic charts of the week

Livewire News
Livewire News
Livewire

Riding greenback: the strong dollar's impact

Livewire News
Livewire News
Livewire

Mixed start for commodities: natural gas, palladium and soybeans

Saxo Capital Markets Australia
Saxo Capital Markets Australia
Multi-asset trading platform
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