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Easter Traffic Jams Bode Well For BRXX
Sunday, April 24, 2011 - 3:18pm | 187Read More...Holiday traffic is a familiar sight all over the world. So it's no surprise that during the long Easter weekend, many Brazilians have left the confines of their cities to spend some time relaxing with their relatives around the country. However, what is surprising is the sheer volume of traffic....
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Luxottica: An Eye for Emerging Market Growth
Monday, November 1, 2010 - 10:46am | 683Read More...Luxury handbag maker Louis Vuitton surprised investors earlier this month. It appears that the venerable French brand is closing the doors of its flagship store on Paris‘s Champs-Elysées an hour early this fall. Is the high-end retail boutique another victim of a bad economy? Not exactly. As it...
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AmBev: Quenching the Thirst of the Emerging Market Consumer
Monday, October 4, 2010 - 10:58am | 745Read More...The highlight of the evening for fans of the 1980s TV show The A-Team was when Hannibal lit up a cigar and uttered his trademark “I love it when a plan comes together.” This is the feeling I get when I look at Brazilian mega-brewer Companhia de Bebidas das Americas, known by most investors as “...
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Why The US Market or Especially Emerging Markets and Commodities are Similar to Highly Levered Bearish US Dollar Plays (UUP, CRBQ, EEM)
Monday, November 2, 2009 - 6:32pm | 178Read More...Over the past year owning the US market or especially emerging markets and commodities has been the same as owning highly levered bets against the US Dollar. And the leverage factor has been in the 2x to 4x range! Most investors know high leverage is risky, but few people perceive foreign equities...
