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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: Haim R. Branisteanu who wrote (12130)	4/18/2004 12:33:54 PM
From: gregor_us	Read Replies (2) \| Respond to of 110194

Thanks for those Numbers. The China Investment in Brazil strikes me as more trend-setting significant, than significant by absolute numbers. The infrastructure to be targeted are the ports (See NYSE: RIO, RIO_P) which is a statement about greater efficiency of delivery of the soybeans and iron ore. I would say Brazil is set up here to transition finally into an economy with a middle class, should Lula continue with reforms. (This does not imply Lula is perfect). All Brazil has to do now is manage the exploding demand for its products well, siphoning inflows more broadly across society--and most importantly controlling its debt. And with the Selic rate now cut to 16.00%, they are still on the road to lower interest rates, to boot. Brazil and Australia are in the sweet spots, I think.