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iShares MSCI Brazil Index (ETF)

  • Investing in Brazilian Happiness

    By Andrés Cardenal - May 13, 2013 | Tickers: ABV, VALE, EWZ, ITUB, PBR

    Economic growth in Brazil has stalled lately, yet Brazilians are as happy and optimistic about their future as ever. Although this may seem like an odd phenomenon, there is much more to economic development than GDP growth, and the country is on the right track regarding poverty reduction and rising income levels.

    Brazilians have good reasons to feel confident in the future, and so do investors in the country.

    Beyond more »

  • Emerging Markets Series: South America

    By Federico Zaldua - April 11, 2013 | Tickers: GXG, EWZ, ECH

    According to Credit Suisse, global GDP growth in 2013 will average 3.3%, up 0.2% from last year. That said, almost all growth will be coming from the emerging world. While advanced economies should expand merely by 1.1%, emerging markets (EM) should grow by 5.5%. With this in mind, I decided to write a series of articles about emerging markets. I will start with my home region more »

  • In Emerging Markets, the Smaller the Better

    By Andrés Cardenal - March 7, 2013 | Tickers: HAO, FXI, EWZ, BRF, PBR

    When investing, size matters. Small companies are usually assumed to be riskier than big ones, while on the other hand they offer higher potential for growth. Although this rule is quite easy to observe, and generally correct, emerging markets may be a remarkable exception to consider. As odd as it may seem, smaller companies in emerging markets may offer both higher growth and less risk than their bigger counterparts.

     Politics more »

  • Are ETF's Right for Long Term Investors?

    By James Catlin - February 11, 2013 | Tickers: FXI, EWA, EWZ

    Exchange Traded Funds (ETF's) are an investment tool often used to play broader macro economic trends.  For those new to the concept, allow me to explain.  ETF's are a basket of stocks with a specific investing goal that trade like a single stock.  Some focus on industries like technology or health care.  Others may focus on entire countries like Germany, South Africa, and Brazil.  Because they are traded more »

  • Earnings Preview: Banco Bradesco, Biogen Idec, Caterpillar

    By John Macris - January 25, 2013 | Tickers: BBD, BIIB, CAT, EWZ

    Investors are entering the fourth week of earnings season, and it’s the busiest week thus far with nearly one-fourth of S&P 500 companies reporting the week of January 28.

    As of this writing, the S&P 500 is nearing the 1,500 level on Friday afternoon, despite weaker-than-expected new home sales. Earnings season continues to bring mixed results, with consumer goods makers Procter & Gamble and Kimberly-Clark providing upbeat more »

  • Three Index Bets for 2013

    By Federico Zaldua - January 14, 2013 | Tickers: ABV, EWZ, EWP, PBR, SPY

    Its fair to reconsider your portfolio at the beginning of every new year and think of what has changed in the world, which bets have performed well for you and which ones have gone against you. At the beginning of every year I try to think which trends might be in place during the next 12 months and, based on that, I try to see which assets could benefit from more »

  • Brazil's Future Looks Promising

    By Michael Meyer - January 11, 2013 | Tickers: VALE, EWZ, PBR

    Investors are always looking for the next big idea.  Although the U.S. recently avoided a fiscal cliff, there are still a lot of challenges ahead.  In light of those challenges, investors may want to consider an emerging market that appears poised for a bright future.  That market is Brazil.

    Although Brazil has had its struggles of late, there are many reasons that investors should still be optimistic about the more »

  • Can Brazil Break the Wealth Destruction Cycle in 2013?

    By Calla Hummel - January 8, 2013 | Tickers: ABV, VALE, EWZ, PBR

    Even with less than 1% growth in 2012, Brazil has had a good decade. Its main exports reached record highs, hyperinflation is history, and macroeconomic strength has given successive administrations the budget leeway to help lift 30 million Brazilians out of poverty. Betting on a robust future, investors have poured money into the country's stock market. If Brazil keeps growing, long- and medium-term investors stand to gain. But the more »

  • The World Cup Will Not Drive Brazil's Growth

    By Calla Hummel - December 20, 2012 | Tickers: ABV, GOL, EWZ

    Despite a disappointing year for Brazilian stocks, bulls on Brazilian growth abound. Since the 1970s, bulls have pointed to breakout years, a growing middle class, and a young and increasingly educated population as reasons to invest in the country. In the past two years, commentators blithely toss out the 2014 World Cup and the 2016 Olympics as reasons in and of themselves to invest in Brazil, or as drivers of more »

  • Investing in Brazil for all the Wrong Reasons

    By Calla Hummel - December 18, 2012 | Tickers: ABV, VALE, EWZ, PBR | Editor's Choice

    Seeking Alpha published An overly optimistic piece on Brazilian stocks last week and listed the main Brazilian ETF as a defensive move, just as The Washington Post and CNN mulled over mediocre news from Latin America’s biggest economy. Brazilian stocks have floundered in 2012 with falling profits, low growth, and rising inflation. Despite low returns, Brazilian stocks are not cheap by most metrics and macroeconomic indicators are mixed on more »

  • Why I’m Investing in Brazil Over the Long Term

    By Ash Anderson - December 17, 2012 | Tickers: BRXX, VALE, EWZ, ITUB, PBR

    There are a lot of great companies in the United States. To ensure that my portfolio is truly diversified, though, I like to invest outside of our borders, and the country I’ll be targeting next is Brazil, for a variety of reasons that I’ll explore in this article. There are a number of ways one could get into the Brazilian market, such as investing in the country's more »

  • Is Brazil In For a Hard Landing?

    By Pierre De Vitton - December 12, 2012 | Tickers: VALE, EWZ, PBR, BZQ

    Everyone loves Brazil. How couldn't you? It's got everything going for it: stunning beaches, great weather, beautiful women, a large domestic market, a vibrant democracy and abundant natural resources, from iron ore to oil, from soybeans to sugar cane. Most economic news that has come out of Brazil lately has been excellent: the South American behemoth just overtook the UK as the world's sixth biggest economy, FDI more »

  • Buy or Sell? Brazilian Banks

    By Federico Zaldua - December 5, 2012 | Tickers: BBD, BSBR, EWZ, ITUB

    As I have mentioned many times, the Brazilian economy is about to rebound (from a 1.5% GDP growth in 2012 to around 4% in 2013), and its equities have strongly underperformed the S&P 500. As many of you may already know, banks are almost always my favorite investments to play a GDP rebound. Hence, it makes sense to look at Brazilian banks.

    That said, the Brazilian banking sector more »

  • Taking Stocks of China (The Upside of 25 Million Single Drunks)

    By Nick Slepko - December 3, 2012 | Tickers: CHIQ, CHIE, FXI, EWZ, TSGTY.PK

    Prior to joining Global X Funds, Alex Ashby lived and traveled extensively throughout Asia.  He currently manages a group of six ETFs covering the consumer, energy, financial, industrial, material, and technology sectors of the Chinese economy.

    Nick Slepko:  Even though the weighting of your ETFs are largely determined by market capitalization, is there any one company in the two hundred that make up the six funds which sticks out more »

  • Two Brazilian Stocks for Any Portfolio

    By Federico Zaldua - November 29, 2012 | Tickers: BUD, ABV, GGB, EWZ

    Brazilian equities took a hit in 2011 when the MSCI Brazil index went down by 25%. In 2012 the index didn't do much better, down again by 9%. But, after a series of interest rate cuts and a sharp currency depreciation, growth is expected to accelerate from 2012's 1.5% to 4% in 2013. Furthermore, Brazil's long term fundamentals are intact: institutional factors are ameliorating, and a more »

  • Hunting for Value in Brazil

    By Andrés Cardenal - November 21, 2012 | Tickers: VALE, EWZ, ITUB, BRF, PBR

    Brazil is one of the most exciting economic growth stories in the last decade. The country has an expanding middle class, abundant natural resources and solid political institutions. In the last year however, the economy has decelerated notoriously, and Brazilian stocks have delivered disappointing returns. Now that valuations are cheap, and the economy may be about to rebound in 2013, it seems like the right time to consider a position more »

  • Spanish Clark Kent is the Superman of Latin ETFs (part 6)

    By Nick Slepko - November 15, 2012 | Tickers: VALE, BRAQ, CHIQ, EWZ, PBR

    Colombia has been the cornerstone of ETF superhero Global X Funds’ success.  After leaving Madrid, surviving Wharton, and picking up a CFA on his way to co-founding Global X, CEO Bruno del Ama and his team currently oversee 31 ETFs which have brought USD 1.5 billion under management in less than five years.

    [continued from part 5]

    Nick Slepko:  But with Brazil and China where there are a number more »

  • "...I'd Bet on Brazil First..."

    By Jonathan Yates - September 14, 2012 | Tickers: SID, VALE, XOM, EWZ, PBR

    In a recent speech to a gathering of bankers in San Paulo, former president Bill Clinton stated that,"If I were just sitting in a room betting on the future of rising countries, I'd bet on Brazil first."  Uber investors George Soros and Ray Dalio share the same bullish view on Brazil as an investment.

    Ray Dalio is the head of Bridgewater Associates, the biggest hedge fund in the more »

  • Investing in Brazil after the Fad

    By Calla Hummel - August 2, 2012 | Tickers: BRFS, ABV, VALE, EWZ, PBR

    The Brazilian craze of 2009 and 2010 drove Brazilian stocks to unrealistic and unsustainable valuations. Brazil’s economy and its individual companies have hit rocky terrain at home and abroad as demand from its largest trading partner, China, and domestic demand slow. Many investors have pulled out of the country in the past few months and Brazil’s main ETF, iShares MSCI Brazil Index (NYSEMKT: EWZ) is down nearly 27 more »

  • Buying Opportunity in Brazilian Stocks

    By Andrés Cardenal - July 17, 2012 | Tickers: ABV, EWZ, ITUB, BRF, PBR

    The Brazilian economy is showing a considerable slowdown, and even a full-blown recession is not out of question for the months ahead. Brazil is, however, a very strong country with enviable long-term prospects and one of the most attractive growth stories around the world. With valuations becoming increasingly attractive, investors may want to consider the possibility of capitalizing on the current weakness as a long-term buying opportunity.

    A GDP proxy more »

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