Daniel Darahem believes he is in a good place. Brazil, he argues, is about to enjoy a benign external environment that will power economic growth for a decade or so.
The Brazilian markets have already sparked to life in 2021: international debt capital markets are “on fire” he says. JPMorgan led on Klabin’s successful sustainability-linked bond, which was first out of the gate for Brazilian issuers in 2021. Darahem is also very bullish on Brazil’s equity capital markets – his core expertise – in the coming years and he thinks M&A will rebound after a sluggish 2020.
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