Comments on: Rebacca Wilder: Two BRICs – India vs. Brazil http://www.investmentpostcards.com/2010/01/09/rebacca-wilder-two-brics-%e2%80%93-india-vs-brazil/ Prieur du Plessis’s international investment blog Sun, 29 Jan 2012 22:06:48 +0000 hourly 1 http://wordpress.org/?v=3.1.1 By: derekhttp://www.investmentpostcards.com/2010/01/09/rebacca-wilder-two-brics-%e2%80%93-india-vs-brazil/comment-page-1/#comment-21544 derek Sat, 09 Jan 2010 19:15:54 +0000 http://www.investmentpostcards.com/?p=15725#comment-21544 Unfortunately, like all anglo-judeo 'analysts', Rebecca really does not understand Brasil.Brasil in the last few years just came out of a 20 year high inflation cycle. Inflation does not encourage personal savings. A savings culture will take a little while more to become ingrained in the population, but this will happen over the next 5 years.Also, given Brasil's political & economic status, it's high return on Capital & it's relatively 'developed' economy status, investment in Capital stock is being drawn from many other sources.The Brasilian Govt., BNDES & Central Bank are well aware that investment in productive stock has to be increased (follow recent speeches by Mr. Coutinho/BENDES, etc.).I'm curious to know how Rebecca classifies the massive investments in Dams, Energy extraction & refinement (Petrobras' capital budget of $172 billion over the next 5 years), Agribusiness, Infrastructure, etc. that are currently occurring in Brasil.Finally, how many times has Rebecca actually been to Brasil & how much time has she spent there?This is very superficial 3rd rate analysis, gleaned from various data points & extrapolated senselessly. In other words alot of misinformation. Unfortunately, like all anglo-judeo ‘analysts’, Rebecca really does not understand Brasil.

Brasil in the last few years just came out of a 20 year high inflation cycle. Inflation does not encourage personal savings. A savings culture will take a little while more to become ingrained in the population, but this will happen over the next 5 years.

Also, given Brasil’s political & economic status, it’s high return on Capital & it’s relatively ‘developed’ economy status, investment in Capital stock is being drawn from many other sources.

The Brasilian Govt., BNDES & Central Bank are well aware that investment in productive stock has to be increased (follow recent speeches by Mr. Coutinho/BENDES, etc.).

I’m curious to know how Rebecca classifies the massive investments in Dams, Energy extraction & refinement (Petrobras’ capital budget of $172 billion over the next 5 years), Agribusiness, Infrastructure, etc. that are currently occurring in Brasil.

Finally, how many times has Rebecca actually been to Brasil & how much time has she spent there?

This is very superficial 3rd rate analysis, gleaned from various data points & extrapolated senselessly. In other words alot of misinformation.

]]> By: Jim Kellyhttp://www.investmentpostcards.com/2010/01/09/rebacca-wilder-two-brics-%e2%80%93-india-vs-brazil/comment-page-1/#comment-21539 Jim Kelly Sat, 09 Jan 2010 15:42:18 +0000 http://www.investmentpostcards.com/?p=15725#comment-21539 The conclusions drawn concerning capital per worker may be correct, but you can't get there based on the chart. The chart data has been normalized to 1980 so it only reflects relative growth from that point. If Brazil started from a higher level in 1980 the chart would only indicate catch-up in China & India. The conclusions drawn concerning capital per worker may be correct, but you can’t get there based on the chart. The chart data has been normalized to 1980 so it only reflects relative growth from that point. If Brazil started from a higher level in 1980 the chart would only indicate catch-up in China & India.

]]> By: Ron Glandthttp://www.investmentpostcards.com/2010/01/09/rebacca-wilder-two-brics-%e2%80%93-india-vs-brazil/comment-page-1/#comment-21538 Ron Glandt Sat, 09 Jan 2010 15:41:27 +0000 http://www.investmentpostcards.com/?p=15725#comment-21538 This is a good article but I wonder about the fact that some of the statistics are from 2008 and investment in Brazil is currently increasing rapidly. This is a good article but I wonder about the fact that some of the statistics are from 2008 and investment in Brazil is currently increasing rapidly.

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