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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?

To: THE ANT who wrote (6411)	5/14/2006 8:04:04 PM
From: elmatador	Respond to of 217830

Klaser, foreign interest in COMMERCIAL real estate rather than in private real estate. High interest rates created a deficit of housing. Rental prices are increasing and real estate prices follows. Land in Curitiba is cheap but there's not much money to finance construction. We can't extrapolate the case of the UK. US Australia to Brazil. Here the case is not of money trying to find 'parking' place on a reserve of value. The prices were too depressed after the long 'lost decade' I would say decade and a half. The next readjustment -going on right now- is the readjustment to BR$ at 2/USD. Industry and agribusiness has to adjust to that.

To: THE ANT who wrote (6411)	5/14/2006 8:12:12 PM
From: elmatador	Read Replies (1) \| Respond to of 217830

Note Brazil entered the demographic window mid 90s. It hasn't benefitted much of it. It should have showed more robust growth. I think because they have to get the spare money to pay the debt (and the f...k ups) of the 80's. In about two years I expected that it goes investment grade. The demographic window effects will kick out soon. "Demographic Window is defined to be that period of time in a nations demographic evolution when the proportion of population of working age group is particularly prominent. The exact technical boundaries of definition may vary. Typically, demographic window lasts for 30-40 years depending upon the country. The UN Population Department has defined it as period when the proportion of children and youth under 15 years falls below 30 per cent and the proportion of people 65 years and older is still below 15 per cent. Europe's demographic window lasted from 1950 to 2000. Much of Africa will not enter the demographic window until 2045 or later. Societies who have entered the demographic window have smaller dependency ratio (ratio of dependents to working-age population) and therefore the demographic potential for high economic growth. For a list of demographic window's of other nations check the UN link in References."

To: THE ANT who wrote (6411)	5/14/2006 9:32:34 PM
From: TobagoJack	Respond to of 217830

klaser, thank you for the take from different perspective. very useful. my figuring is that the brazilian with excess savings and surplus capital should perhaps start borrowing and investing, and along the way, mineralize some gains, by and by old recipe, works the world over. chugs, j