Better to be Brazilian?

Repasso análise interessante da situação e perspectivas para o mercado de ações e mercado brasileiro pelo prisma de analista estrangeiro.

“Thus the chances of a significant improvement in Brazil’s economic fundamentals are better than even, perhaps around 60%. And even in the event that nothing much changes after the election, financial conditions seem stable and profitability should remain satisfactory in the country’s many well-run business, which are protected by some of the world’s highest trade barriers. In short, a bet on Brazil this year looks to be justified – in financial markets, as well as on the football pitch.”