Tag Archives: lula

How the markets now run Brazil …

… with or without Henrique Meirelles. Brazil’s democracy has added a new feature in the last few years: people can vote for a president, but the markets retain the right to deploy an ‘impeachment put’ if that president is messing … Continue reading

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

Twisting Mexican risk

According to bankers and analysts in New York, the first questions that corporate clients and investors always ask about Mexico relate to Nafta. Questions about the political risk from this year’s election are secondary, almost an afterthought. However, this is getting … Continue reading

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

Trigger-twitchy investors risk being hurt in Brazil

Last night the political chaos in Brazil hit new levels when Federal Judge Sergio Moro released wiretap recordings between current President Dilma Rousseff and ex-President Lula. Some of the recordings were from earlier that same day, and appeared to be … Continue reading

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