– “The days are long gone when “emerging markets” could be seen as a single asset class”
-Hyperbole,hyperbole: “The Death of an Asset Class?” by Keynes’ euthanasia of the rentier, no less – by GMO’s James Montier
– “Google plans to make real-time translation devices that will translate language for simple conversation across language barriers.”
– Lisbon architect Nuno Simões’s series of staircases and walkways at an historic cave near Évora, Portugal (via Dezeen).
–“The best investment advice you’ll never get” via The Reformed Broker – also “don’t pay active fees for index-like performance.“,
-Japanese Banks (Mitsubishi UFJ, Mizuho and Sumitomo Mitsui) take the top three positions on Latin American Syndicated Loans Q1 2013 (Bloomberg league tables – page 8 here),
-How complex (and sometimes ineffective for foreign investors) collateral can be in Brazilian loans,
–The Strange Case of the Ukrainian politician/head of meat inspections/meat trader and how a significant part of the meat imported from Brazil to Ukraine ends in Russia.
-Distressed Investment/Restructuring – two of the most important reads that you can find on line : Wachtell, Lipton, Rosen & Katz’s Distressed Mergers and Acquisitions and Houlihan Lokey’s Buying and Selling the Troubled Company
-Something around $2.1 and $3.7 trillion will be invested in IT (roughly Brazil’s GDP and this is not including consumer spend) in 2013 according to either Forrester Research or Gartner – software is the bulk of spending and by 2014 Latin America will be where IT investment will be growing faster (via TechCrunch)
– Google’s design (a BBC video) from1998 till now.
Photograph: Stedelijk Museum Schiedam’s Rinus Van de Velde exhibition. Velde, The Lost Bishop.
