Author Archives: robdwyerbrazil

First skirmishes in Brazilian fintech war

Posted on April 29, 2019

The growth of fintechs in Brazil has been closely monitored by market participants for years. The narrative is well established: the high adoption of digital technologies (71% of the population has a smart phone) in the huge, entrepreneurial economy has … Continue reading →

Posted in Lifestyle Blog | Leave a comment

Santander’s second LatAm engine

Posted on December 17, 2018

While profits in the UK slipped by 13% in the first three months of the year, the bank beat estimates thanks largely to the Brazilian bank’s latest blockbuster result. In the third quarter, Santander’s Brazilian business grew earnings by 20% … Continue reading →

Posted in Blog | Tagged , , , | Leave a comment

Will Argentina take all of its bitter medicine?

Posted on November 6, 2018

Argentina’s central bank says it knows it needs to restore credibility, but if the recession persists and with elections next year, could the BCRA use the embedded flexibility in the IMF’s  new monetary system to – again – ease too soon? Gradualism … Continue reading →

Posted in Blog | Tagged , , , , , , , | Leave a comment

Bolsonaro’s Trumpian Pact

Posted on October 29, 2018

The Brazilian markets have been soaring in recent weeks as it became increasingly likely that Jair Bolsonaro would become Brazil’s next president. The real has been rallying; so too has the Bovespa. Now that Jair Bolsonaro’s victory as president has … Continue reading →

Posted in Blog | Tagged , , , | Leave a comment

Argentina’s banks face strategy dilemma

Posted on May 11, 2018

The slow pace of Argentina’s fiscal reform programme finally caught up with its government last week and, compounded by an error in monetary strategy at the end of last year and a deteriorating risk environment for emerging markets, the country … Continue reading →

Posted in Blog | Tagged , , , , , | Leave a comment

Interview: Niall Ferguson

Posted on May 3, 2018

Niall Ferguson has a call in a little over half an hour, he warns, after the introductions are done. He needs to call his immigration lawyer ahead of a naturalization examination he faces in the US on his return. As … Continue reading →

Posted in Blog | Tagged , , , , , , , , , , | Leave a comment

Argentina: Two confessions

Posted on April 25, 2018

I am going to confess an unpopular opinion: I am getting worried about Argentina.­ I am also going to confess to embarrassing naivety: I have been testing my hypothesis with the wrong bankers. But first, my concerns about Argentina. The … Continue reading →

Posted in Blog | Tagged , , , , , , , | Leave a comment