Gustavo Ballvé on February 18th, 2011
Corporate Governance, Corporate Strategy, Food for thought, Home, Investment Themes, Portfolio Management, Risk management

The Economist yesterday ran a story on the frothiness of the Brazilian markets, especially for Private Equity and Hedge funds. It’s great that the country has seen a wave of IPOs and that more sectors of the economy are now represented in the exchanges. Increasing Private Equity investments and a healthy market providing an exit strategy could mean that, over time, more interesting companies and business models come to the market. But, as we’re fond of arguing, some caution is due.

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