Emerging Markets Strategy
Special Report
Brazil: Priced For Political Perfection
Brazilian assets are no longer oversold, are not cheap, and the political reality will likely fall far short of market expectations. Investors should continue to avoid/underweight Brazilian risk assets.
Interested in reading this report?
To access the full BCA Research report, request a complimentary copy
BCA Research | Geopolitical Strategy
The financial industry’s premier geopolitical research service. We use hard data to calculate scenario probabilities and market impacts for geopolitical risks and opportunities.
Stay Connected with BCA
Get our latest events and research insights delivered to your inbox.