Brazil

James Carver, manager of the SWIP Absolute Return Bond fund, is making a call on the Japanese currency strengthening against the euro as money continues flowing into Japan's equity market.

GLOBAL

LATIN AMERICA

Brazil's elimination of foreign investment taxes has met with a mixed reaction as emerging market nations seek to restore their attractiveness to investors.

LATIN AMERICA

LUXURY GOODS

Chris Bailey, head of direct global investment at Close Brothers Asset Management, urges investors to look again at Japan as a guide to investing closer to home.

Many analysts use sovereign ratings as a proxy for country risk, despite the fact they are two distinct risk types, say Marcel Heinrichs and Ivelina Stanoeva at S&P Capital IQ.

INFRASTRUCTURE

BRAZIL