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

To: Rolla Coasta who wrote (33633)	4/22/2008 11:10:07 AM
From: elmatador	Read Replies (1) \| Respond to of 217917

before full reply: Brazil-China trade rises 65 pct in first two months of 2008 [ 2008-04-07 ] Brasilia, Brazil, 7 April – Trade between Brazil and China rose 65 percent year on year in the first two months of 2008 reaching US$4.3 billion, according to figures from Brazil’s Development, Industry and Foreign Trade Ministry (MDIC). The same source told Macauhub that the balance of trade was favourable to China in the sum of US$1.5 billion. In the first two month of the year Brazilian exports to China totalled US$1.4 billion whilst imports from China totalled US$2.9 billion. China’s exports to the Brazilian market rose 91 percent in January and February, as compared with the same months of last year, whilst exports from Brazil to China rose by just 28 percent, according to MDIC figures. In the first two months of the year, Brazilian exports were less diverse than Chinese exports. Whilst Brazil imported some 4,000 categories of products from China, the Chinese bought just 750 categories of Brazilian products, according to the MDIC. Statistics from China’s Ministry for Foreign Trade, pointed to bilateral trade totalling US$5.5 billion in the first two months of 2008, which represents a rise of 75 percent year on year. Chinese exports to Brazil, according to these figures, totalled some US$2.2 billion and imports from Brazil totalled US$3.2 billion. According to the Brazilian embassy in China, the figures diverge due to different methods of recording the trade and services involved, such as shipping. As well as this, China and Brazil use different criteria to consider indirect trade. “A working group has already been set up, made up of representatives from MDIC and the Chinese Trade Ministry to make the statistics uniform,” the source from the Brazilian embassy said. According to the MDIC in March, when total Brazilian world was US$24.2 billion, China was Brazil's third biggest trading partner, still quite far behind the United States (US$20.7 billion), but already quite close to Argentina (US$10.9 billion). (macauhub)

To: Rolla Coasta who wrote (33633)	4/22/2008 11:30:07 AM
From: elmatador	Respond to of 217917

What if world go high interest rates? Just keep in mind that you need to first and foremost defend the capital you already have in hand. Then if possible make a gain. Before it would cause a 'flight to quality': Money flew out of Brazil and go to the USD Euro (then DM, Franc, etc) and Yen... Today you would think an option: sell a Brazilian asset -say your shares of Vale, ITU and PBR- which are -presently-protected by the commodity boom and would buy USD and would invest in the US. Then you have to think: You're buying into a hyper-inflated environment. That's not good protection for you capital. Now for Brazil, doesn't need to Moonshot their interest rates. Ours are already high. Now the world slows down the pace they're buying our stuff. Which means we have room to do two things: 1) Lower our interest rates to calibrate to our growth, 2) use fiscal policy since the economy is stable. Even though the world will buy only 1 and half bags of coffee instead of two today, that brings a lot of devaluated USD into the country. But those devaluated USD and those already in reserve are now earning a lot of interest since the interest out there have gone to the moon. The Brazilian pie chart of our trade is very balanced, LATAM, US, Euroland Asia. But we are skyrocketing trade with countries with lots of moollah: China and Arabs and creating purchasing power for thos who don;t have enough moolha That's when things get really interesting. We are importing a lot of capital goods from China: See please: CHINA Brazil’s 3rd biggest supplier of industrial machinery and equipment with sales increasing by around 150 percent in the first two months of 2008 in an annual comparison reaching a value of US$ 364 million, Xinhua news agency has reported. Message 24486703 Latin American banking group announces expansion plans as trade grows by 43.5 per cent in first quarter of ‘08. Itaú Securities a subsidiary of the Brazilian giant Banco Itaú S.A., the largest banking group in Latin America, with USD 60 billion in market cap, today hosted an economic forum at Emirates Towers revealing the benefits of investing in the Brazilian economy. arabianbusiness.com But things even more interesting (as the world out there hyper-inflate and slow down): We deflect USD to create bilateral Nigeria's biggest financial institution by assets, First Bank FBNP.LG, said on Monday it had secured a $63 million credit from Brazil's state-run BNDES development bank to finance imports from there. Several Nigerian banks have succeeded in obtaining credit facilities from foreign financiers since the conclusion of a banking sector reform in 2005 in the world's eighth-biggest oil exporter that forced 89 mostly fragile institutions to merge into 25 stronger groups. As you can see we are not praying for the markets to be kept standing, we are shielding the economy preparing it for the coming Tsunami. That means going to trade with countries that have lots of moneyt ad the axis of wealth is changing.