Gustavo Ballvé on October 14th, 2012
Food for thought, Home, Investment Themes, Portfolio Management, Risk management, Signal or Noise

Financial Times: “Brokers trying to hawk Brazilian shares to international fund managers in New York and London have had a tough time of it recently. (…) ‘The question we always get is what will be the next sector in which the government plans to intervene?’ says one analyst with a foreign bank.”

It will take time to figure it all out, and the reaction to the interventionism can actually create some opportunities, but it’s another cautionary note to store along with the others.

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