Emerging South

I start my daily routine listening over a cup of coffee to the daily news sessions of Miriam Leitão and Mauro Halfeld on CBN radio.  Miriam analysis the macro economical context of Brasil, whereas Mauro focuses on the Brazilian stock market.   Today Mauro talks about the Brasilian stock market in 2008.  As I previously wrote, the Brazilian stock exchange market is no place for the weak-of-heart in 2008.   A lot of juicy picks to make, but only if you have deep insights.
Mauro thinks especially the food sector in Brazil will score high. I fully agree with him. Not only for stock pickers, but also for entrepeneurs, the Brazilian food industry is full of opportunities. You pay 3 EU in a Belgian supermarket for juices made of Brazilian fruit pulp; the Acai juice in Delhaize even goes for 4,95 EU a liter.  And at the same time you can buy that pulp (pure fruit, the nutritional values are actually better than the imported fres fruits you find in the Belgian supermarkets in winter) at Brasfrut for a fraction of that price.  Not hard to put 1 and 1 together.  Especially when you know that delicious fruits like Caju, Cacau, Siriguela, Tamarindo or Umbu are not known (yet) in Europe.  But you can also explore chicken or ready-made food segments; not to mention the huge potential of the diary segment in Brasil.

I also strongly recommend reading Ricardo Pereira's 2008 insights on Dinheirama.