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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: Knighty Tin who wrote (19574)10/7/2004 4:07:19 PM
From: THE ANT  Read Replies (2) of 110194
 
Knighty Tin,Dont know if you remeber back on post 15741 our talk obout Brasil.Their short term interst rates up to 16.25 with inflation about 7%.Lula getting more popular by the day as the economy is growing despite these high rates and their currency continues to strengthen vs the dollar.Lula will win again giving 6 years of political stability ahead.Stocks up about 20% since then but at low PE's still.
Brasil is a great place to be with realestate but if you want to be in stocks has great advantages.The economy will do well with its commodity base,real interest rates are about the highest in the world,the currency is still cheap,and politics are fairly stable.I am a believer in the comming USA/China economy problems but if world demand drys up they are one of the few countries in the world who have lots of bullets in their interest rate guns(stretched further by their inflation being mostly a global phenomena with subsequent falling inflation in a world wide recession)For those on the board who have no interest in this investment at this time rethink things if there is a world wide slow down and Brasilian stocks also fall.It will be an even greater deal
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