Brazil’s Investment Outlook: Limited Buying Opportunities Until Election

In this week’s Business Monitor Podcast ‘role-reversal’ Terry Alexander, Head of Country Risk and Capital Markets at Business Monitor, interviews Mark Schaltuper, Head of Latin American Markets, on the investment outlook for Brazil in 2010. With much of the ‘Great Brazil Hype’ already priced in, Mark argues that the tide may be turning for Brazilian assets ahead of October’s presidential election, as the economic policy mix becomes politically charged.

 
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