Author

Win Thin 153 posts 0 comments

Win Thin is the Head of Emerging Markets Currency Strategy at Brown Brothers Harriman. He has a broad international background with a special interest in developing markets. Win received his Ph.D. in economics from Columbia University in 1995, specializing in international and development Economics. He received an MA from Georgetown University in 1985 and a B.A. from Brandeis University 1983.

Economy

Brazil Credit Growth Continues To Pick Up

Win Thin
By Win Thin Brazil loan growth continues to pick up and it belies the notion that macroprudential measures are having any discernible effect on the economy. Total loans rose 1.4% m/m in February vs. 0.5% m/m in January, bringing the y/y…
Markets

Ratings Agencies Continue To Flail

Win Thin
By Win Thin S&P cut Portugal one notch from BBB to BBB-, and comes just five days after it cut the rating from A- to BBB. Did things really materially change over the past five days? It’s time for a reminder of what the agencies are…
Markets

Portugal Downgraded, More Cuts Likely

Win Thin
Moody’s cut Portugal by two notches to A3 and kept a negative outlook despite the recently announced fiscal tightening and despite the tentative plan to expand the EFSF. This downgrade really shouldn’t come as any surprise. As we wrote just…
Markets

Some Thoughts On Brazil

Win Thin
By Win Thin Local Brazil analysts are saying that new measures to curb currency appreciation are basically ready to go. Finance Minister Mantega has reportedly not decided yet if he is going to release details today or not, and that he is…

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