Brazil: growth, adaptive capacity & new green technologies
environmental opportunities and antagonisms for Brazil in the 21st CenturyArchive for Financial Times
Decoupling to Recoupling
Jim O Neil, chief economist at Goldman Sachs, explains where the markets are regarding links to the US economy. China, whose retail spending is now higher than that of the US, has decoupled taking with it economies connected to and supporting to its continued growth.
Financial Times Special Report
12 articles from today’s Special Report in the FT. President of the Central Bank Henrique Meirelles video interview with Jonathan Wheatley. Meirelles insists in raising rates for as long as the threat of inflation persists. Fiscal policy reform – current civil servant pay negotiations highlighted as key to future economic health. Wheatley asks… Read the rest of this entry »
Fabio Barbosa and Banco Real
Quote from interview, full text on planeta sustentavel, with the President of Banco Real -winner of FT sustainable bank of the year
O presidente do Banco Real concorda que optar pela responsabilidade socioambiental gera uma mudança de mentalidade que não pode ser revertida. “E tem cada vez mais gente vindo para esse lado”, diz Fábio Barbosa.
Ele percebe que, no Brasil, há uma mania de não se valorizar o jeito certo de fazer as coisas. “Quem age corretamente é considerado bobo e acaba sendo marginalizado desde os tempos de colégio”.
Multilatinas & Europe
FT piece from earlier this month published on thebanker.com about the rise of the Latin American Multinational. Profiles of Brazilian and Mexican companies below the piece that fit the bill: Gerdau, Vale, JBS Friboi, GP Investimentos . Article looks at both the privatized SOEs and the new breed of MNC that have thrived despite tough domestic conditions. (See earlier post about Brazilian multinational rankings). Elsewhere, Brazil’s trade relationship with Europe, and its pull factor for the region, is explored.
Financial Times: Feb 25th – March 1st
Collection of reports this week from the FT looking at tax reform, the reasons behind the deficit in the current account, the rise to the top of the recently released MSCI Global Emerging Markets index (video comment here), the year ahead for the Bovespa and its advantages over other emerging market indices, the composition of energy supply, and finally coverage of the developments in Tailandia, Para and the progress of Operation Arc of Fire with additional comment on the relative costs associated with deforestation, cattle ranching and soya bean production in the Amazon.

