Mark Gordon

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 major global producer of a number of commodities with highly prospective geology, but with only a relatively few ASX listed resources companies operating in... Show More

Marcus Tuck

Similar to European equity markets, another part of the world where fearful perceptions have held back equity valuations is emerging markets. After being fairly range-bound from 2012 to mid-2015, fears of a hard landing for China’s economy impacted emerging markets in the second half of 2015 and early 2016. That... Show More

Paul Hennessy

While economic uncertainty remains high, especially in Britain and the US, interestingly many emerging markets’ economies are at the beginning stages of economic reforms and recovery. And with expectations dimming on the prospect of the US Federal Reserve raising interest rates anytime soon, developing countries stand to benefit. What’s more,... Show More

Mathan Somasundaram

Aussie market flip flopped between China stimulus, NZ deflation worry and falling local consumer sentiment before Chinese market selloff and falling US market futures really took the market down south. The worry about US market was clear to see today as the selling came in hard in the last few... Show More

Gavin Wendt

With China yesterday confirming a sizeable increase in its overall gold reserves, it’s timely to review one of our preferred emerging production plays, Orinoco Gold (ASX: OGX). The company’s Cascavel gold project in Brazil involves the development of a relatively small-scale/low-cost start-up operation, with plans to increase both the overall... Show More

Saxo Capital Markets Australia

Mixed start for commodities: natural gas, palladium and soybeans. Bloomberg's index of major commodities is flat amid a mixed start to the week for commodities, as gains in energy, industrial metals and softs have been offset by losses in grains and precious metals. According to Ole Hansen, Saxo Bank Head of... Show More

Saxo Capital Markets Australia

Brazilian economy report card: Simon Fasdal, Saxo Bank Head of Fixed Income. The world will be zooming in on Brazil with the World Cup starting this week. Saxo Bank Head of Fixed Income Simon Fasdal gives a scorecard on the health of the Brazilian economy. Brazil is often seen as a... Show More

John Robertson

UK output grew more than ten times faster than production in Brazil according to industrial production statistics last week but, these days, that is faint praise. UK industrial output grew by 0.9% in September while Brazilian industrial production eked out a gain of just 0.9% over the whole year to... Show More

Livewire News

Global central banks sold 30% of their holdings in emerging market currencies from FX reserves in the second quarter, according to Citigroup research. Reserve managers divested as much as $20bn in their holdings as the Brazilian real to the Indian rupee tumbled amid expectations that the Fed Reserve would scale... Show More

James Marlay

Think Australia has debt issues? Brazil's richest man, Eike Batista, lost 97% of his wealth in just 18 month with the collapse of his listed vehicles. He is still said to have wealth of $900 milion but even that is at risk of been called on for bad debts. Tough... Show More