Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: elmatador who wrote (30997)	5/18/2008 9:35:56 PM
From: Paul Senior	Read Replies (2) \| Respond to of 78753

Elmatador, as regards rebalancing for stagflation and Brazil, I am trying to figure what products/services/materials Brazil, with its new wealth or stature, will buy from the USA. Of course, oil service/oil equipment/etc. This is already well expected, and many of us have bought stocks of such companies in anticipation of this. I guess maybe more Brazilian imports of airplane parts, maybe more medical equipment. Maybe IT stuff - for banking, management effectiveness. Do you (or anyone else here) have any opinions on what Brazil might increase its imports of? And what companies exporting to Brazil might benefit?