by InDev Capital | Feb 15, 2018 | Uncategorised
Data Centers – Data Centers in Brazil enjoy strong secular demand which includes strong growth in cloud computing, IOT, internet of things, Software as a Service, Video on Demand and similar factors found in the North America. However, Brazil has limited...
by InDev Capital | Jan 17, 2018 | Emerging Market Asset Manager, Finding Large Scale Investors, Uncategorised
All cultures have their nuances and norms. In particular, the method of negotiation is often “in the blood” of a society. I remember about 15 years ago I was in India for a close college friend’s wedding. One person, call her Amina, was born in Pakistan and lived...
by InDev Capital | Dec 20, 2017 | Global Deep Value Investor Section, Political Economy, Uncategorised
Emerging markets can be considered volatile (negative perception) or opportunistic (positive perception) at certain times of the cycle. It is clearly important to understand the underlying big themes that are driving the market’s behavior and perceived reduction of...
by InDev Capital | Dec 15, 2017 | Emerging Market Asset Manager, Finding Large Scale Investors, place 4, Timing the Cycle, Uncategorised
Unless you live in a cave, which is highly unlikely if you are a reader of this newsletter, it is obvious for most Asset Managers that the environment in Brazil has improved significantly. Retail stores are no longer closing en masse, closed stores are opening as new...
by InDev Capital | Mar 27, 2017 | Emerging Market Asset Manager, Top 10 Lists, Uncategorised
Where is the Beef? Where is the Money? (please click in the image to see the full video) The Top Ten Reasons Emerging Market Real Estate Asset Managers Cannot Access Large-Scale Global Capital InDev Capital provides large-scale global investors with turnkey (ready to...
by InDev Capital | Mar 5, 2015 | Uncategorised
Benx Gestāo de Investimentos Ltda. Sāo Paulo is the economic engine of the world’s 7th largest economy. 63% of all multinationals in Brazil and roughly 45% of domestic Fortune 500 index equivalent type companies are located in São Paulo. The Sāo Paulo...
