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Share Name Share Symbol Market Type Share ISIN Share Description
Jpmorgan Brazil Investment Trust Plc LSE:JPB London Ordinary Share GB00B602HS43 ORD 1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.25 0.39% 64.75 62.50 67.00 64.75 64.50 64.50 124,354 08:00:14
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Equity Investment Instruments 0.6 0.1 0.1 498.1 24

Jpmorgan Brazil Investment Share Discussion Threads

Showing 176 to 198 of 425 messages
Chat Pages: 17  16  15  14  13  12  11  10  9  8  7  6  Older
DateSubjectAuthorDiscuss
27/7/2016
13:10
At a similar time to investing in Brazil Investment Trust, I took a position in Mapfre - the major Spanish insurance company with large operations in Brazil. Seems that the positive vibes recently emanating from Brazil are working for Mapfre too, which pays a very attractive dividend. ALL IMO. DYOR. QP
quepassa
26/7/2016
06:11
Good to see concrete evidence of confidence building again for Brazil. The country launched last week a $1.5billion long-dated 2047 bond which attracted massive oversubscription with order books totalling reaching $6bn for the $1.5bn bond. Consumer and business confidence is returning together with appetite from international investors who are becoming more comfortable again with the political situation and President Temer's interim government. ALL IMO. DYOR. QP
quepassa
21/7/2016
11:46
Thanks. QP
quepassa
21/7/2016
09:41
From Final Results: The Board recommends an increased dividend of 0.5p per Ordinary share (2015: 0.4p). Subject to shareholders' approval at the forthcoming AGM on 7th September 2016, the dividend will be payable on 16th September 2016 to shareholders on the register at 19th August 2016. In the long term, we believe that Brazil is past the worst of the recession, and we expect earnings to gradually recover from their very depressed levels.
loganair
20/7/2016
16:14
Quality run - rio in 2 wks :) Brazil coming out of recession & Olympics usually gives a GDP lift.
luckymouse
08/7/2016
17:22
Yes. Vastly improved sentiment. QP
quepassa
08/7/2016
16:27
I see that the Negative NAV is starting to close in on Zero as at one time JPB was trading on a NAV of nearly -15%.
loganair
08/7/2016
15:46
Marked higher on the close?
brahmsnliszt
07/7/2016
08:32
Interesting post. Obrigado QP
quepassa
06/7/2016
16:34
By Kenneth Rapoza - “Green shoots” are appearing in the rubble that is the Brazilian economy. For now, markets have been somewhat encouraged by the actions taken by the interim government of Michel Temer, Dilma’s former vice president from the Democratic Movement Party. “The good news is that Temer is trying to do the right thing, even though his team gets picked off every two or three days for corruption issues or some other unethical behavior,” says emerging markets fund manager Mike Reynal from RS Investments in the U.S. At least two cabinet members were forced to resign when it was discovered that they were interested in manipulating justice in the Petrobras case at the Supreme Court. On the policy front, Temer recently put in place a constitutional amendment to limit spending and give the government more flexibility on fiscal matters. If they can do that successfully, it enables the central bank to be more flexible as well. Falling inflation also means there’s a chance for massive interest rate cuts over the next year; at least 200 basis points estimates Reynal. “There is pent up demand in Brazil,” Reynal says. “I was talking to one of the big housing developers a couple days ago and they are all tightening their belts and holding cash, but they are the first to say that demand in São Paulo is strong. In other words, people are willing to take the risk, but banks aren’t willing to give them a mortgage. When credit is that slow and that expensive how do you kick start the economy? You get interest rates to fall, and they are going to fall by the end of this year.” Barclays Latin America fixed income team estimates that capital gets cheaper in Brazil by October. If investors see the Apocalypse as being over, then the mood may be good for the return of foreign direct investment. That means more money for Brazil’s government, and in theory, job protection or creation. For Brazil investors, the trigger is putting the bad news in the past and generating better news in the future. When that happens, Brazil’s stock market will rebound quickly, giving corporates more money, a sense of wealth, and maybe a chance at stopping the bloodletting in the labor markets. “People are catching up to this story too late,” says Christoph Hofmann of the Ashmore Group in New York. “We made a lot of money on Brazilian bonds. You have to have a good sense of the market place. We think Dilma is going away,” he says. “That’s the assumption anyway.”
loganair
06/7/2016
16:23
Thanks for last posts. QP
quepassa
06/7/2016
16:16
It seems to me, much of the rise in JPBs share price over the past couple of days has been the narrowing of its negative NAV.
loganair
04/7/2016
10:06
QP - For the past couple of weeks the economic data coming out of Brazil has been consistently negative such as a rise in unemployment and the deficit gap widening. Hopefully as we´re aware, on the whole stock markets tend to be forward looking, where Brazil is likely to be in 6 months or a years time.
loganair
01/7/2016
18:00
Thank you. Do you believe that the rebound in crude and other commodities is a significant factor - or mainly more confidence in the political arena? Appreciated. Regards, QP
quepassa
01/7/2016
17:40
QP - The Brazilian economy has started to show signs of recovery with confidence improving after the government announced austerity measures, Finance Minister Henrique Meirelles said on Thursday. It seems to me all about "confidence" "confidence" "confidence" in the Brazilian economy.
loganair
01/7/2016
17:27
Another great day for Brazil Inv Trust. loganair, could you kindly comment please on what is spurring this week's/fortnight's outperformance. Thank you. ALL IMO. DYOR. QP
quepassa
29/6/2016
16:43
I do not usually comment on the price of shares, however I am pleasantly pleased to see JPB above 50p which last year I wrote I thought may happen by the end of 2016, rather than during the middle of the year.
loganair
09/6/2016
16:49
hazl - My son spent the first 2 1/2 years of his life outside of Russia with his mum and her friends often speaking to him in Russian, then the next 7 years going to school in St Petersburg. He speaks good fluent Russian but not with a St Petersburg accent or an accent from any of the Russian regions so he is often asked by Russians where does he come from. I Spent the first 10 years of my life in English speaking communities outside of the UK and as such I have no accent, I just speak good fluent English.
loganair
07/6/2016
16:56
Mu understanding is the way we speak any language comes in the first couple of years of life as it is how one uses ones facial and mouth muscles to form words in these first couple of years.
loganair
07/6/2016
16:47
Yes I think you may be right.You would have the edge if you know Russia well. The friend does speak perfect English but she still seems to know that he might be better learning it from naturally English speaking people.
hazl
07/6/2016
16:29
My son doesn´t have an accent when he speaks Russian so when in Russia they ask where does he come from even though he speaks perfect Russian. In my good opinion I think the Russian stocks have a better chance of doubling than India does.
loganair
07/6/2016
14:36
I know very little about either! I am sure that you are on the right lines with the idea that investing when a sector is on its knees wins out eventually. I had a few ITE last year for a while but am interested in Emerging markets again. India is my current interest along with gold stocks. It is great to have an extra language.Funnily enough my daughter has a friend who is Russian, she speaks English well but now she has a baby will only speak Russian at home because she wants to avoid giving him an accent. I guess she feels he will learn English from everybody else. Thank you for your informative posts.
hazl
07/6/2016
10:02
My area of real knowledge is Russia as I´ve been going there for over 25 years and my son went to school in St Petersburg.
loganair
Chat Pages: 17  16  15  14  13  12  11  10  9  8  7  6  Older
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