Viewpoints

Brazil Political Shock – Our View

05.19.2017
The Brazilian equity market sold off strongly last week following the claim by a major newspaper that it had obtained a recording of the new Brazilian President discussing corrupt practices with a powerful businessman. With another period of political uncertainty ahead and potential for a second impeachment, we outline a summary of our current views on our holdings and why Brazil, on the edge of important economic reform, needs political stability. 

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