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Posts Tagged ‘Brazil’

Add Brazil to a growing list of economies in recession or near recession

Brazil's central bank released a key gauge of economic activity today that signaled that it's likely Brazil fell into recession in the second quarter. The country’s economy activity index, which is a proxy for gross domestic product, fell 0.13% in the second quarter from the first quarter of the year, according to the Banco Central […]

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Emerging market crisis pulls in India, Indonesia

The bad news is that the emerging market crisis that has sent financial markets plummeting in Argentina, Turkey, and Brazil has added India and Indonesia to its list of victims. The good news is that the inclusion of India and Indonesia is exactly what analysts and economists have been expecting. Like Turkey and Argentina, these […]

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It’s back–the emerging market crisis that shook global markets just two weeks ago

Remember that emerging market crisis that whacked 10% out of the iShares MSCI Emerging Markets ETF (EEM) between July 31 and August 15--and even produced some anxiety in U.S. markets as the Standard & Poor's 500 fell 2.1% from August 7 through August 15? Well, it's back. (If, that is, it ever really went away.) […]

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Brazil looks to be only part way through its car wreck so I’m selling my Brazil ETF

Back when I bought the iShares MSCI Brazil Small Cap ETF (EWZS) the idea was that Brazil was in comeback mode with interest rates and inflation coming down. By buying the small cap ETF in my Volatility Portfolio rather than the big-cap iShares MSCI Brazil ETF (EWZ) I'd get some protection from the possible slowdown […]

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Time to further lighten up on emerging markets: Selling Arcos Dorados out of Jubak Picks

Back when emerging markets started to break down, I sold my positions in Argentina. Then it looked like the damage might be limited to that country. Not though it's clear that the whole sector is under pressure and that investors trying to avoid the next breakdown (after Argentina and Turkey) are looking to sell just […]

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Emerging markets “emerging” as focus of worry over trade, strong dollar, credit crunch

If you can't tell from the cascade of negative commentary, you certainly should be able to tell from trend in share prices: emerging markets have become the focus of current worries about global trade, the effects of a strong dollar, and the potential for a credit crunch that often comes at this stage in the […]

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Notes You Need for August 23: Amazon vs Google/Wal-Mart, Brazil, Electrobras, sector rotation

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Trick or Trend: What?! Could we actually get budget reform in Brazil?

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Brazil’s Supreme Court prevents quick end to political chaos; plus three picks for your watch list

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Trick or Trend: Downgrades, bank resignation mark next stage in Brazil’s crisis

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