Why we like Brazil

Inflation under control, positive economic growth, valuations at half their long-term – we remain very positive on Brazil in both absolute and emerging market-relative sense.

  • James Syme
  • Paul Wimborne
  • Ada Chan
11 Nov 2022
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The views expressed are those of the portfolio managers as of November 2022 are subject to change, and may differ from the views of other portfolio managers or the firm as a whole. These opinions are not intended to be a forecast of future events, a guarantee of future results, or investment advice.

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