Brazil: Silver Lining?


There are many reasons to be negative on Brazil these days. The economy is barely growing, corruption scandals at Petrobras are being uncovered every day, commodity prices are in a free fall and there is eminent risk of power and water rationing. Even in soccer, Brazil’s aura has been tarnished, after a shameful performance in the last World Cup. Yet, when we look beyond the headlines, we see a different picture.

During this weak period, our exposure to Brazil keeps going up. We are confident that high quality companies with strong underlying fundamentals exist in Brazil today; investors have to dig a little deeper to find them.

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