Brazil Credit Review Second Quarter 2011
Review of Brazilian Credit Markets Second Quarter 2011 Report Summary For a full report, download here April 5th, Fitch upgraded Brazil from BBB- to BBB. Fitch praised newly elected President...
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At What Height Does A Seawall Protect From A Tsunami?
Brazilian bank analysts are trying to convince you that their country is not experiencing a consumer credit bubble. They see the possibility of a full-blown crisis as remote. However, the very...
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Is the Market for Brazilian Real Estate Investment Funds Cooling Off?
The growth in the market for Brazilian Real Estate Investment Funds (Fundos de Investimento Imobiliário – FIIs) and Mortgage-backed Securities (Certificates of Real Estate Receivables – Certificado de...
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Defaults Should Brake Credit Growth Even with Lower Interest Rates, says Serasa
We recently wrote a piece, entitled Mantega Magic: Opportunities for Brazilian ABS, that explored the expected negative consequences of the federal government’s program to use the balance sheets of...
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Defaults in São Paulo in April are highest since 2007, says FecomercioSP
We feel that this article provides some important measures of the deteriorating credit conditions in Brazil. We are especially concerned about debt service coverage ratios in the country. Many...
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The Journal of Structured Finance just published our paper “Analyzing...
Here is the link to the Journal of Structured Finance Article The paper demonstrates the value of using financial models to reverse-engineer deals as is done in the U.S markets. We look at various...
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Our latest Journal of Structured Finance Article: “Pricing Brazilian ABS to...
Here is the link to the Journal of Structured Finance Article Brazilian asset-backed securities (ABS) appeal to investors because of their relatively high yields and diversification benefits. However,...
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Trendbank Abandons R$400 million ABS
Trendbank Multisetorial investors in for a rough rid Click on the link below to read the entire article LASFA Trendbank Article Final This is the first of two articles discussing Trendbank’s...
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