Ernesto Knizek
@eknizekPrivate equity and credit investor in Brazil and other emerging markets. Tweets in Portuguese and English. Views are my own.
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Great to see the amount of investments flowing into clean energy in Brazil! According to Bloomberg, Brazil was the "world's third largest solar market in 2023" after China and the US..." @BloombergNEF #EnergyTransition #RenewableEnergy
Brazil this week published its trade surplus for December. The surplus - at +$9.4 bn - is more than double the historical average surplus for December from 2015 - 2022 (a surplus of only +$4.4 bn). The transformation of Brazil into a huge trade surplus country is extraordinary...
The coming decade is a huge opportunity for Brazil. Russia's invasion of Ukraine is making global markets cut their exposure to China. Brazil stands to be a key beneficiary. Brazil can make the leap away from high real interest rates to become the Switzerland of Latin America...
We analyzed years of headlines from FT & WSJ. How Latin America is covered is strikingly negative vs other regions. Cartel, corruption, currency….Here’s the latest from The Economist: “A land of useless workers” - headlines shape perception; perception shapes capital allocation
Rohatyn Group to acquire South Africa’s Ethos Private Equity to help the US investment firm expand on the continent trib.al/fXIDMte
After a record 2021, this year is on track to be the second biggest in terms of LatAm deals. cnb.cx/3EJk30H Thank you @Kr00ney @CNBC for covering our LAVCA data presented at #LAVCAWeek2022 @KaszekVentures @HernanK @aarrieta @NXTPvc @SoftBank @Tiger_Global @crdelavega_
Almost half of Fortune 500 companies were founded by American immigrants or their children, and more than half of unicorns (private companies worth more than $1 billion) are founded by immigrants. profgalloway.com/migrant/ #nomercynomalice #4thOfJuly
Don’t outsource your happiness or success to other people’s decisions.
Crypto makes a lot of sense in emerging markets. Not surprising the adoption rate is so high… lanacion.com.ar/economia/vital…
Great to see this amazing increase in invested capital in Latam start-ups!
There is no climate of anti-democratic sentiments in Brazil. Millions are peacefully demonstrating to support democracy, rule of law and basic liberties that are being undermined by authorities (outside the executive branch) who abuse power to intimidate and censor their critics.
During Netflix's 2014 international rollout, my old firm sized their TAM in Brazil at 8 million - this was every household in the country with 2+ Mbps broadband. Yet Netflix has over 15 million Brazilian subscribers today. This is something I think a lot about.
Interesting difference between countries in e-commerce penetration. Plenty of runway ahead...
In Brazil: "To maintain communication between employees in hybrid work environment, the most used applications were WhatsApp (84.5%), Google Meet (47.6%), Microsoft Teams (39.3%), Skype (32.1%) and Zoom (33.3%)."
Everyone here saying: Brazil is burning, the country is not sustainable at all etc ALL developed countries destroyed their environment. Brazil has the largest area and % of protected forests in the world. Our energy source is 82% renewable. And we emit 2.7% global CO2 only🇧🇷
Our fair value for $/BRL remains 4.50, so the Real is 20% undervalued. Feedback ranges from polite skepticism to full-on hostility, but here are the data: Q4 2020 saw the biggest foreign investor inflows since before the commodity price collapse in 2014. Brazil will come back...
What are the chances of this debt actually being repaid, or at least start to come down?
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