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Shawarma Capital by Nizar Alshubaily
A very interesting and novel piece by Nizar Alshubaily was written as a sequel to an equally brilliant piece by the same author. I’m extracting a few of my favourite lines, but the full article can be...
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Middle East Hedge Funds Group (4th February 10)
The Middle East’s only hedge fund group is organising a networking evening bringing together Middle Eastern and international investors, hedge funds and their services providers. Venue: Dusit Thani...
View ArticleWhat Bernie Madoff could not steal from me (a video)
Not exactly what you were expecting, but this video is pretty interesting. Enjoy.
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The Illusion of Free Advice
Lawyers charge for giving legal advice. Tax experts charge for giving professional tax advice. Doctors charge for giving medical advice. Many corporate finance professionals, tend to work on a “success...
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Echelon 2011: Singapore
We will be in Singapore from 14-20 June and will be attending the Echelon 2011 event, which will be held on the 16 and 17 of June. In line with our previous event updates, we have asked the event...
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Is the Market for Brazilian Real Estate Investment Funds Cooling Off?
The growth in the market for mortgage-backed securities over the past few years has been phenomenal by any measure. Structuring firms generally issue two types of securitization vehicles: Brazilian...
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Investors Beware of Brazilian FIDCs (ABS) Backed by Consumer Credit
Investors in Brazilian ABS backed by consumer loans should be wary of increasing levels of non-performing loans (NPLs) in Fundos de Investimento em Direitos Creditórios (FIDCs). LatAm Structured...
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Mágica do Mantega: Oportunidade para os FIDCs
O Governo Federal do Brasil tem deixado muito claro, está pretendendo entrar numa era ousada para desenhar e manipular os mercados financeiros na visão dele. Baseados nas afirmações da Presidente...
View ArticleDefaults in São Paulo in April are highest since 2007, says FecomercioSP
Translated from Valor Econômico May 4, 2012 SAO PAULO – Sao Paulo The percentage of families with delinquent accounts reached 21.8% in April, its highest since September 2007, when it registered 23.5%,...
View ArticleDefaults Should Brake Credit Growth Even With Lower Interest Rates, says Serasa
Translated from Valor Econômico May 4, 2012 SAO PAULO – Defaults should curb consumer credit in the coming months even with the drop in interest rates, according to the prediction of Serasa Experian....
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