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Non-Tech : The Brazil Board

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To: THE ANT who wrote (1373)	11/7/2014 1:25:54 AM
From: elmatador	Read Replies (1) of 2504

Brazil may end up "doing" the right thing by chance: All bad news already priced in result of last month elections Not dependent on exports to rich small exports share of the GDP. Not affected by drop in oil prices No industry seeking the last cent out of a poor Indian or Pakistani Island type of economy self sufficient in energy and food. Demographics not a problem yet Can import deflation to countreact inflation As the Great Unwinding gathers pace and the Great Unwinding 2.0 is Beta tested Brazil may again get it right by having done the wrong thing.

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