Gustavo Ballvé on July 28th, 2011
Food for thought, Home, Portfolio Management, Risk management, Signal or Noise

Brazil keeps making the news pages everywhere, nowhere more than in the Financial Times – sometimes the extra attention doesn’t translate into quality reporting. That’s not the case with this pondered July 26th article (an earlier version of which is shorter), and it continues in yesterday’s piece on further macro-prudential measures taken by Brazil’s Finance minister. Even before yesterday, the impact was felt in the IPO markets, as seen in this July 24th piece. That said, the strong Real makes these types of acquisitions possible.

Well written as they might be, it’s all about things one can’t predict, control or truly get to know. So perhaps the most interesting of the recent FT stories on “Brazil”, so to speak, was this Business Diary: Nizan Guanaes piece highlighting one of our true geniuses in advertising.

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