Tag Archives: government

China’s Hostility To Foreign Business Needs To End

Doing business in China is extremely risky. Things can change, literally, on a whim. President Xi Jinping has to navigate multiple crosscurrents when dealing with foreign business, and underlings have their own political concerns. Investors must be wary of over-investing in a country where their investment could degrade overnight. OSI Group is a regrettable example. Trumped-up charges led to workers held without trial and massive economic damage to the company. Ever since Chinese President Xi Jinping took over, foreign businesses have been rightfully complaining at the hostility Xi has shown them. For much of the past two years, Xi has been pushing his agenda for reform, revitalization, and restructuring. In the process, however, foreign businesses have been subjected to harassment, fines, bureaucracy, and in some cases, outright fabrication of criminal activity. Meanwhile, state-owned enterprises receive government favoritism, and things like intellectual property rights are being dismissed, or adhered to on an ad-hoc basis. The American Chamber of Commerce in China reports that 60% of foreign businesses feel unwelcome, up from 40% last year. The result has been ever-declining foreign investment in China. For example, investment fell 17% in July and 14% in August, year-over-year. Here’s a brief list of some incidents, and then we’ll look at reasons and consequences. Earlier this year, GlaxoSmithKline (NYSE: GSK ) was hit with a $489 million fine for alleged bribery, in a trial held behind closed doors. Earlier this year, Qualcomm (NASDAQ: QCOM ) paid a $975 million fine to settle an allegation that the company had charged “unfair” and “excessively high” royalties for the use of its smartphone technology. Part of the settlement included a reduced royalty calculation that, to one analyst, seemed to be totally arbitrary. Microsoft (NASDAQ: MSFT ) had its China offices raided last year as regulators allege breaches of anti-monopoly laws. Then, without warning, the government banned Microsoft’s Windows 8 operating system from government computers because it was allegedly filled with spyware. The company has been in data privacy dust-ups with China for awhile, but the pettiness and hostility of China towards Microsoft, whose revenue from the country is negligible, illustrates how out of control this issue has become. Yet the most egregious story comes from Illinois-based OSI Group, which should make anyone fume. In July 2014, two employees of the Shanghai government-owned Dragon TV applied for jobs at Husi Foods, the Chinese subsidiary of OSI Group. These “investigative reporters” were hired, but clearly under false pretenses . These reporters strapped on hidden cameras, and one filmed another intentionally dropping meat on the floor. This “shocking evidence” was magically leaked back to Dragon TV, which then aired a trumped-up “exposé”. The fiction grabbed attention of the government, which raided the plant on July 20, 2014, and later arrested six employees of Husi Foods. Subsequently, the Shanghai Food and Drug Administration (SFDA) claimed that Husi sold expired and repackaged meat to its customers. That kind of reputation damage led to lost sales, the loss of KFC (NYSE: YUM ) and McDonald’s (NYSE: MCD ) as clients, and have cost OSI Group hundreds of jobs and hundreds of millions of dollars . Emboldening state-owned media to manufacture evidence serves nobody. According to Professor Joshua Eisenman in testimony before the U.S.-China Economic and Security Review Commission, “In some cases, like that of meat distributor OSI International in Shanghai, entrenched domestic interest and local authorities appear to have made it far more difficult for foreigners to do business in China by clamping down on their operations and employing innovative discriminatory tactics to restrict their ability to conduct business.” No kidding. So what’s going on? Why is China engaging in such antagonism with foreign businesses? One of my sources that does business in China boils things down. Xi has to walk several tightropes. On the one hand, China needs Western intellectual, business, and technological assets to support its own developing tech industry. Paired with this is America’s need to access China’s massive population that has access to the internet – as many as 750 million people. Xi may have been maneuvering for negotiating position. By setting fires that he can also put out, he puts himself in the position of extracting concessions from America, both political and economic – such as killing retaliatory sanctions for its cyber attacks on our federal agencies. Xi also needs to be seen as protectionist, both to the Communist Party and to the general population. China comes first, the West comes second. He must create a delicate balance of carrots and sticks, so that the Chinese reap the benefits of outside investment without sacrificing the competitiveness of Chinese companies. Does this sound like China is focused too much on the macro issues? They are…and they aren’t. According to one source of mine who regularly does business in China, the issues are cultural and political. “The Chinese look at the larger picture, whereas Americans are more discrete in their perspective. Whatever incident occurs, there’s always something behind it that it totally opaque. Sometimes you are being sent a signal. Sometimes you’ve unintentionally offended someone. You cannot pinpoint the specifics of what actually happened. You never know when you are being made an example of, or for what reason, or if you just stepped over some invisible line. It may not even be about you at all, because there are multiple layers and crosscurrents constantly at play.” He provides an example. “Suppose you plan to release a movie in China, and it has a scene where dentists are being made fun of. Six months from now, the International Dentist Conference will be held in Beijing. So the person in charge of policing content pulls out the dentist joke because he doesn’t want to get blamed if the dentist joke offends someone.” Unfortunately, this all comes at the expense of basic human rights. It also comes at the expense of China’s own economic health. Meanwhile, monthly outflows from China have grown from $5 billion to $100 billion, according to the International Business Times . The government has tried to keep the money in-country by monkeying with currency exchanges rules and limits. The AP reports that GDP growth is slowing in the second-largest economy, growing by 6.9% in Q3, the slowest since the financial crisis. Growth in factory output fell to 5.7% in September from 6.1% in August. The government has had to cut interest rates five times. The situation is so bad that it isn’t only foreign investment that’s pulling out. Ever wonder why Chinese firm Dalian Wanda Group purchased the AMC Theatre chain? Or why Shuanghui International spent $7 billion to purchase Smithfield foods? Or any of the other massive deals that have occurred ? Or why, talking about real estate with an agent in Montenegro, so many Chinese are buying land there? So Chinese businessmen can get their money the heck out of China. The future is in China’s own hands, but until it reconciles itself with the fact that the West is going to help it grow, and drops politics from its agenda, it’s going to continue to scare business away. As for investors, I would be extremely cautious about investing in companies that derive significant revenue from China. It’s one thing to understand risks that are quantifiable and invest with an eye towards those risks. With China, however, you may as well invest in a war-torn third-world country where the government might nationalize assets at any time. As my source says, “Your contracts with the government are always at the risk of being broken with two simple words: ‘things changed'” China’s behavior has not only made setbacks to any given company a possibility, but a completely random one. As we’ve already seen, if Xi wakes up one morning and decides to hassle a business whose stock you own, that stock could crater. I would avoid all ETFs that invest heavily in China, ETFs that weight China more than 5% of a portfolio, and any company that derives more than 5% of revenue from China. Yes, that eliminates some big names from your portfolio. However, as a risk-averse, long-term diversified portfolio advocate, why expose to risk you don’t need?

Brazil Stocks, ETFs Ignore Slump: Rally On Rousseff Issues

Recession is not new to the Brazilian economy as for the last three quarters the economy has not shown any growth. The Brazilian economy contracted 1.7% in the third quarter of this year, preceded by 2.1% GDP decline in Q2 and 0.7% contraction in Q1. The persistent decline flared up the country’s worst recession in 25 years . Year over year, GDP is off 4.5%. In the first nine months of 2015, the Brazilian economy shortened 3.2%, the largest decline ever, per trading economics . Investment declined for the ninth successive quarter and household spending dropped for the third straight quarter, making the recession acute. A persistent slump in commodity prices has badly hit the commodity-rich Brazilian economy. If this was not enough, China – one of the key trading partners of Brazil – is suffering from a prolonged manufacturing slowdown leading to further woes in Brazilian exports. This once-growing emerging nation – a pillar of the BRIC bloc – has been buckling under dual pressure of slower growth and heightened inflation for long. Inflation in Brazil reached a 12-year high in October and hovered around the 10% level – way above the central bank’s target of 6.5%. The Brazilian currency is down over 30% against the greenback so far this year and is likely to head toward decline once the Fed shoots the lift-off this month. The budget deficit widened the most in at least two decade. Joblessness soared to 8.9% in Brazil during Q3, up from 6.8% a year ago. This left consumers cash-parched and the household spending was down 4.5% in the quarter. Political corruption is also rampant in Brazil. The key interest rate at Brazil is at a nine-year high of 14.25%. In addition, a stagflation-like situation (where measures adopted to tame inflation will halt growth and vice versa) is prohibiting the central bank to hike the rate further to contain inflation. All in all, things are so chaotic, both at home and outside, that any easy way out of this vicious cycle of recession appears impossible. Is There Any Hope for the Market? Quite expectedly, the outrageous economic backdrop called for impeachment proceedings against President Dilma Rousseff on December 2. Charges against her include the violation of Brazil’s fiscal laws and the mishandling of government finances to pursue her re-election campaign in 2014, as per the Capital Economics report. Since Dilma Rousseff’s public support rating is now at record-low, Brazilian stocks rose on December 2. Since last year, we have seen that any news against Rousseff turns out favorable for the stocks as her administration is known to implement excessive red tape in the private sector. The investing world is now betting on an expulsion of the president, though this will take months if it all materializes. Moreover, UBS analysts commented that the political surroundings could be better off in 2016 to promote growth-oriented reforms and hence took a neutral stance on Brazilian stocks and sovereign debt (despite Brazil’s credit rating was slashed to junk in September) and even the currency real. However, bearish views are there as well. Experts like JP Morgan believe that no matter what happens to Rousseff, this impeachment process will delay government work and ‘paralyze the government’s fiscal agenda during the next month’ as the spotlight will be entirely on the political movement now, which might translate into a deeper recession. Whatever the case, the markets cheered the expected end of the prolonged political deadlock and pushed up these Brazilian stocks and ETFs, though we are unsure about the sustainability of these gains. Stocks to Watch Itaú Unibanco Holding S.A. (NYSE: ITUB ) The company functions through commercial bank, retail, consumer credit retail and wholesale bank segments in Brazil and overseas. As financial stocks moved up, this Zacks Rank #3 (Hold) banking giant advanced over 6% in the last two days (as of December 3, 2015). The stock has a Momentum score of ‘A’. Petróleo Brasileiro S.A. – Petrobras (NYSE: PBR.A ) The largest publicly-traded Latin American oil company has long been fraught with corruption scandal. Its high-profile officials were allegedly involved in multi-billion dollar laundering and bribery. Also, the Brazilian government, the company’s majority shareholder, has a history of political interference in Petrobras’ affairs. Thus a probe into Rousseff’s government sprung sweet surprises for this company. PBR has a Zacks Rank #3 and added 8.6% in the last two days. PBR has a Zacks Value score of ‘A’. Centrais Elétricas Brasileiras S.A. – Eletrobras (NYSE: EBR ) The company funcations in the power utility sector and together with its subsidiaries, generates, and distributes electricity in Brazil. In the last two days, the stock advanced about 12.6%. ETFs to Watch The ultra-popular large-cap MSCI Brazil Index Fund (NYSEARCA: EWZ ) added about 5.9% in the last two days (as of December 3, 2015) on blows against Rousseff and also advanced about 0.1% after hours. However, the fund is down 34.6% so far this year. EWZ has a Zacks ETF Rank #4 (Sell) with a High risk outlook. However, due to slumping activities in Brazil, it is wiser to stay away from small-cap ETFs like Market Vectors Brazil Small-Cap ETF (NYSEARCA: BRF ) and iShares MSCI Brazil Small Cap Index (NYSEARCA: EWZS ) as small-cap stocks are tied more to domestic economic activities. Still BRF and EWZS were up over 3.6% and 5.9% respectively in the last two days on calls for Rousseff’s impeachment. Both BRF and EWZS carry a Zacks Rank #5 (Strong Sell) and are down respectively 43.3% and 45.5% so far this year. Original Post

EWZ – November Review: The Political Crisis Deepens

Summary Share price of the iShares MSCI Brazil Capped ETF declined by 1.53% in November. The development was driven mainly by the political factors. The economic situation of Brazil is worsening, the political crisis is deepening and the financial markets would welcome the fall of president Rousseff. The iShares MSCI Brazil Capped ETF (NYSEARCA: EWZ ) lost 1.53% of its value in November. Although it was up by more than 11% at one point, it lost all of its gains during the last days of the month, as the political crisis deepened and investors started to fear that the government will be unable to enforce the needed economic reforms and budget cuts. The economy is still in a bad shape, the latest data show that it declined by 4.5% y-o-y in Q3, which is worse than expected. The unemployment rate is at 7.9% and growing and inflation is in the double digit area. Shares of the beverages producer Ambev (NYSE: ABEV ) are still the biggest holding in EWZ’s portfolio, with weight of 10.61%. Ambev is closely followed by preferred shares of Itau Unibanco (NYSE: ITUB ) (10.24%). Besides Ambev and Itau Unibanco, only preferred shares of another bank, Banco Bradesco (NYSE: BBD ), have weight over 5%. The 10 biggest holdings represent 61.47% of the portfolio, which is slightly less, compared to 62.22% in October. Generally, no significant changes in the structure of EWZ could be observed in November. Only common shares of Vale (NYSE: VALE )are not among the TOP 15 holdings anymore, as their value declined sharply after the disastrous dam collapse . Source: own processing, using data of iShares.com Out of the 15 biggest EWZ holdings, the biggest gains were recorded by Fibria Celulose (NYSE: FBR ) in November. The credit rating of the pulp and wood producer has improved, it has completed the financial package for its Horizonte 2 project and it declared a dividend that will bring to its shareholders dividend yield over 7%. Shares of the company grew by 8.72% in November. Shares of the Brazilian airplane producer Embraer (NYSE: EBR ) jumped by 7.5%. For Embraer, November was the third consecutive month of very big gains. On the other hand, November was very negative for Vale. After the dam collapse, shares of the miner declined strongly. Preferred shares of Vale lost almost 25% of their value. (click to enlarge) Source: own processing, using data of Bloomberg The traditionally high correlation between EWZ and Petrobras (NYSE: PBR ) share price was disturbed during the first two weeks of November, although it increased back to its normal levels in the end of the month, after the corruption scandal became one of the main topics of discussion again. Also, the correlation between EWZ and oil prices (represented by the United States Oil ETF (NYSEARCA: USO )) and between EWZ and S&P 500 was relatively low or even negative during the better part of the month. One could say that the Brazilian share market lived its own live and the share price development was driven by the political situation in the country and by the efforts to enforce the austerity measures. (click to enlarge) Source: own processing, using data of Yahoo Finance November was a relatively calm month for EWZ. Although the EWZ share price was up by 11% only a couple of days before the end of the month, but eventually ended the month with a 1.5% loss, the overall volatility measured by the 10-day moving coefficient of variation was lower compared to most of the 2015. It moved in the 1%-3% range for the better part of November, however it broke out of this range in the last days of the month. Given the early December developments, December will be probably more volatile compared to November. (click to enlarge) Source: own processing, using data of Yahoo Finance Some of the more interesting news: Fibria announced that the estimated capex for the Horizonte 2 Project has been revised from $2.5 billion to $2.2 billion. The expenditures will be funded by a combination of its own cash, Agribusiness Receivables Certificates and credit facilities, the estimated average borrowing cost is only 2% p.a. The company also announced that Moody’s has improved its credit rating from Ba1/Positive to Baa3/Stable. Fibria will pay a dividend of approximately $0.96 per shares, which means a dividend yield of over 7.2%. On November 5, a disaster occurred in southern Brazil. A tailings dam owned by iron miner Samarco collapsed and more than 60 million cubic meters of toxic mud destroyed the town of Bento Rodrigues and contaminated the Rio Doce river. Samarco is a 50:50 joint venture of Vale and BHP Billiton (NYSE: BHP ) and the disaster had a significant impact on share prices of both companies. According to the latest news, Brazil sued Samarco for $5.3 billion over the spill. Cemig (NYSE: CIG ) won generation concessions for 18 hydro plants with total installed generation capacity of 699.57 MW. The new concessions should partially offset the probable loss of the Jaguara and Sao Simao concessions with total installed capacity of 2,134 MW. Companhia Siderurgica Nacional (NYSE: SID ) together with an Asian consortium consisting of ITOCHU Corporation ( OTCPK:ITOCY ), JFE Steel Corporation, POSCO (NYSE: PKX ), Kobe Steel ( OTCPK:KBSTY ), Nisshin Steel ( OTC:NSSSY ) and China Steel Corp. ( OTC:CISEY ) combined some of their assets into a new company Congonhas Mineiros. The new company will consist of an iron ore mine, railroad and port and it will be 87.52% owned by CSN and 12.48% owned by the Asian consortium. A prominent member of the ruling Workers’ Party, senator Delcidio do Amaral, was arrested due to his participation in the Petrobras related corruption. Amaral is a close collaborator of president Rousseff. His arrest further supported the voices calling for Rousseff’s impeachment. Conclusion As the early days of December showed, the Brazilian share market is still strongly affected by the Petrobras corruption scandal and the related political crisis. On December 2, the impeachment proceedings against president Rousseff opened in the lower house of Congress. As a result, the EWZ share price jumped by almost 6% in two days. The financial markets welcomed the vision of a government change and if further developments indicate that Brazil will be able to get rid of Rousseff, EWZ will grow further.