Investing In South America - Brazil (Part 2)
The Commodity Juggernaut
In Part 1, I discussed how to manage South America’s political risks.
In this article, I wanted to look at the country that has had by far the largest presence in my portfolio in the last 2 years, Brazil.
Investing In South America - Managing Political Risk (Part 1)
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Never Boring South America is a true emerging market sector for investors. This is a place where stocks are cheap, and profits SEEM easy. It is also a place where fortunes are lost and made. More often than not, lost… And it is the geography that appears to me the most attractive in the world right now.
The Braz…
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