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


To: Spekulatius who wrote (51735)6/18/2013 10:48:32 AM
From: Paul Senior  Read Replies (1) | Respond to of 78515
 
No interest in Brazilian stocks for me now. I had hopes for stock performance with infrastructure build for World Cup/Olympics and with Brazil's oil but that hasn't worked out for me. My experience is that Brazilian government influence in private sector is excessive enough to outweigh any benefits to me being a foreign stockholder there. Others may have a different experience or view. In any case, I've moved my focus to Colombia.



To: Spekulatius who wrote (51735)6/21/2013 4:35:21 PM
From: Dennis 3  Respond to of 78515
 
I am looking at Brazil also. Although I am not sure how slowing exports to china will affect their economy(unemployment, gdp per capita, etc) with the stock market plunging I think we can find some bargains. The public protests are adding to the plunge.

Here is a link to some brazilian adr's
seekingalpha.com



To: Spekulatius who wrote (51735)6/25/2013 12:51:10 AM
From: Jurgis Bekepuris  Respond to of 78515
 
I agree with Paul Senior. Unless you have an insight that Brazilian politics will turn and become business-friendly again, there is a risk that these banks suffer from politicians. I think I'd rather buy more JPM. ;)