Real Estate

Gustavo Ballvé on August 30th, 2012

Two quick articles: a relatively thorough article in the Financial Times about Brazil’s construction and infrastructure boom in the next few years, and a cautionary tale about things that “happen all the time” – until they don’t.

Read more about Brazil in the FT and more

Gustavo Ballvé on January 2nd, 2012

Two recent stories highlight the current moral double standards regarding defaults and indebtedness in general. The first article uses American Airlines’ Chapter 11 filing, lauded as a “smart move”, and contrasts this reaction to the stigma surrounding personal bankruptcies by home owners. The second article tries to tack the same “double standards” theme onto Germany, but it doesn’t work nearly as well.

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Gustavo Ballvé on December 28th, 2011

Two recent stories in US newspapers highlight the huge per-capita spending of Brazilians in the US. While one piece focuses on tourists in NY and retail sales, the other focuses on Florida and also mentions Brazilians buying up real estate. The big point: the taxation making imports so expensive in Brazil as to justify, in some cases, the airfare and hotel expenses.

Read more about Free-spending Brazilians

Gustavo Ballvé on May 18th, 2011

Two stories we’ve read today, one bearish in China and another cautious about the whole “emerging Asia”, make for interesting reading – especially if one applies the same framework to Brazil.

Read more about Cautious about Asia

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