Brazilian FX Policy is Very Incoherent: Strategist

Maya Bhandari, the director of global macro strategy at Citi, commented for CNBC on the fact that the Brazilian Central Bank is set to cut rates again as recovery falters. She said that the Brazilian currency policy is very incoherent, and that the Brazilian Real seems to be oversold.

Neil Shearing: Brazilian Economy Remains Highly Unbalanced

Neil Shearing is an economist at Capital Economics. "We are already in bubble territory particularly in the housing market it is wildly overvalued, the banks are becoming more reluctant to lend, even though the central bank is cutting interest rates banks are becoming increasingly reluctant to lend."

Rare interview with Arminio Fraga (Gavea)

Arminio Fraga is a former Brazil central bank president, and runs Gavea, one of Brazil's largest hedge fund and PE firms at $7B AUM. He spoke to Bloomberg at the Rio Investors Day 2012 conference in Rio.
[See Gávea Investimentos: A shore thing]

Joaquim Levy discusses opportunities in Brazil

Joaquim Levy, CEO of Bradesco Asset Management, discusses Brazil's slowdown.

Jim O’Neill on his favorite BRIC

Jim O’Neill, who coined the term BRIC, would like investors and benchmarks to reflect the greater importance of the developing world in the global economy.

He's worried about the Brazilian Real being too strong, and his favorite BRIC country at the current time is a little bit of a surprise.