This week you should pay carefully attention to Brazilian Government and emerging markets Central Bankers’ news

We have been talking about the importance of Brazil in the emerging markets, especially considering the upcoming opportunities due to events such as World Cup and Olympic Games as well as the current economic situation. Even affected by economic crisis in Euro zone and USA, Brazil has just reported stronger February manufacturing results with PMI index increasing to 51.4. Also Government announced measures to contain US dollar currency devaluation, extending from 2 to 3 years the IOF (financial transaction tax) to loans, which should support local producers and manufacturing to continue being competitive in Export and also in local market as dollar weakness increases the competitiveness in both sides.

Now, we should pay attention to this week news, as Brazil should report next Tuesday, the 06th the GDP figures for fourth quarter and full year as well as on next Wednesday, the 7th The Brazilian Central Bank is expected to lower the SELIC target rate from 10.5 to 10.0%.

Get to know those numbers that will help us to understand how Brazil is being affected by the Global economic crisis and the actions taken to continue supporting their growth, so we can understand possible (if any) impact in our emerging markets portfolio.

Central Bankers / Government of Colombia, China, Korea, Peru and Indonesia are also set to release news on rates and economic situation for consumers / producers this week. Good listening !!!!

World Bank Report - China 2030

Great report released by  World Bank on China’s slower growth, development goals and path to lead economy by 2030.
The President of World Bank will make it public today in Beijing the full version of its report called China 2030, which includes great analysis on the slowdown of China growth (from 10% average to 5% or 6% in the next years), the development path and the biggest challenges they have to face to complete its transition to market economy and to reach the goal of being the high income country by 2030.

Read the highlights in the link below and the full report later today at the World Bank site.
http://www.worldbank.org/en/news/2012/02/27/china-case-for-change-on-road-t-030

China vice president in Hollywood to unveil a large joint Venture with DreamWorks Animation

Just a quick follow-up to the article we wrote about the growing presence of China and Japan in big USA and Europe companies, the vice president of China is set to unveil today in Hollywood a large joint venture between two Chinese state-owned media companies and DreamWorks Animation, well known through its famous Shrek, Kung Fu Panda and Madagascar films. Number involving this negotiation are speculated to around 2 billon dollars and include a new studio facility to be built in Shangai.

Petrobras Brazil changes its President – First woman to get this position

The giant Petrobras in Brazil has changed its president. After more than 6 years, Jose Sergio Gabrielli gives the position to Maria das Gracas Foster, who has been working at Petrobras for more than 30 years. She is the first woman to assume an energy company at this size and this economic importance. Take a look into your portfolio and see if you have Petrobras in it, through stocks or as part of funds major holdings. If this is the case make your research to see how and if you could be affected. Petrobras did not have a good performance in the stock markets since 2008 financial crisis, and recover under market expectations. Although after the announcement at the end of last January stocks have decreased a little its value, it is important to see what is in her plans for the future. Enjoy your research!!

Infrastructure market in Brazil

Have you ever think about investing in Latin America Region? How about Brazil? Considering the beginning of the year and the great time to re-balance your portfolio, selling some positions and acquiring gains and even selling some with losses but you don’t think it will recover properly in the near future, you might take a look and study emerging markets and have in mind some important information regarding Brazil. Infrastructure market there is in a great time as they are going to host World Cup in 2014 and the Olympic Games in 2016. Lots of soccer play stadium being built and remodeling, lots of residential buildings and hotels also, plus investments in security, roads, etc. All about infrastructure. So if you have funds composed by stocks or even stocks related to infrastructure market in Brazil it might be a good adding in your studies and analysis to see what it going to be in and out of your portfolio in 2012. Also there are international players that are participating in these Brazilian opportunities through partnerships and/or public auctions. A good example can be the international airports auctions which the winners were some South Africa, French and Argentinean company together with Brazilians ones for the international airport of Brasilia, Sao Paulo and Campinas. Another good example is the construction market which is so saturated that is accepting workers from Haiti to be trained and then work on thousands of constructions around the country. Good search !!