Brazil Really Might Be That Bad, But For How Much Longer?
Bolsonaro's taking a beating from the pandemic. Brazil is feeling the fallout. But how bad is it, really?
Investing in Brazil is as attractive as ever. Markets are looking for a momentum shift. Brazil’s been a runaway train. It’s time to put on the brakes. But that will not last forever. Nor will the coronavirus, as bad as it is in Brazil.
“From our bottom-up perspective, we are excited about opportunities across the investment universe wherever we find them,” says John Paul Lech, an emerging markets fund manager for Matthews Asia.