About Global Equity
The firm is an asset management company specialized in private equity, real estate, and managed accounts. The firm's investments focus on the areas of real estate, agribusiness, and energy. In addition to private equity, the company manages BRL 2B in managed accounts with specific mandates, ranging from multi-asset, equity, and fixed income funds.
Global Equity Headquarter Location
Rua Lauro Muller 116, salas 1802 e 1803 Torre do Rio Sul, Botafogo
Rio de Janeiro, 22290-160,
55 21 2125 8300
Latest Global Equity News
Sep 25, 2021
26 Sep 2021, 3:55 AM IST 26 Sep 2021, 2:30 AM IST 26 Sep 2021, 3:55 AM IST Save (Bloomberg) -- China Evergrande Group’s debt crisis might not be China’s “Lehman moment” but it has sent ripples through stocks tied to the developer and the world’s second-biggest economy. (Bloomberg) -- China Evergrande Group’s debt crisis might not be China’s “ Lehman moment ” but it has sent ripples through stocks tied to the developer and the world’s second-biggest economy. Creditors, investors and suppliers of the embattled firm and its peers are top on traders’ impact list. Next up are companies with sizable revenue from China, also in the spotlight due to the nation’s ongoing regulatory clampdown. Industrial stocks are a key focus for U.S. market watchers while those in Europe are looking at miners. Fears that an Evergrande collapse might spark financial contagion and curb growth in the Chinese economy roiled global markets on Monday. That anxiety moderated after the developer agreed to settle some local note interest payments but the problem is far from over with dollar bond holders yet to receive a coupon due. Here are some of the stocks and sectors in traders’ sights: Property Peers Evergrande’s size coupled with Beijing’s tighter scrutiny of the real-estate sector will continue to have a significant bearing on property developers. The company has about 2 trillion yuan ($310 billion) in assets -- equivalent to 2% of China’s gross domestic product, according to Goldman Sachs Group Inc. calculations, so any disposals could well disrupt the market. Regardless of what happens to Evergrande, China’s home prices are now at risk of “meaningful downside,” Citigroup Inc. says . The Hang Seng Property Index dropped to its lowest in five years earlier this month. The 12-member gauge include Country Garden Holdings Co., which lost 25% since March-end, and China Overseas Land & Investment Ltd., which fell 16%. Lenders and Investors Shares of companies that have lent money to or invested in Chinese real-estate firms will remain volatile as traders mull the potential for a spike in bad loans and asset write-downs. While policy makers are expected to provide support, some banks may become victims, Citigroup analysts including Judy Zhang wrote in a note on Wednesday. Citi’s analysis of Chinese banks’ loan exposure to high-risk developers suggests credit risk is highest for China Minsheng Banking Corp., Ping An Bank Co. and China Everbright Bank Co. It sees Bank of Nanjing Co., Chongqing Rural Commercial Bank Co. and Postal Savings Bank of China Co. as less vulnerable.
Global Equity Team
2 Team Members
Global Equity has 2 team members, including current Chief Executive Officer, Onito Barbosa.