Stocks
A-share rebound will benefit Chinese life insurance
Analysts at DBS Group Research see the A-share market as the “Sleeping Dragon” of the Chinese stock market. After lagging badly for the last two years, the A-shares are poised for a rebound, and China’s life insurance companies have holdings that will benefit.
The Baltic Dry shipping index just turned a big corner
After a harrowing two-month plunge, the Baltic Dry index of shipping costs has finally rounded a bottom. The question is whether this is more than a brief respite for this key indicator of the health of global commodity markets — everything from grain to iron ore.
Euro crisis takes a big bite out of Gol’s transatlantic flights
Major Brazilian airline Gol (GOL, quote) saw a rebound in domestic demand at the end of 2011, but transatlantic flights fared poorly.
Brazil infrastructure play is alive and well
Putting renewed emphasis behind the investment theme for Brazilian infrastructure, Bloomberg reports that Brazil has raised $14 billion through operating licenses for three of the country’s largest airports.
Who are the bottom fishes in the Brazilian stock market?
Vermilion’s analysts believe Brazil continues to emerge as the short-term global leader in Latin America and that there are plenty of individual opportunities there.