Brazilian asset prices repriced significantly since late February on the back of a number of developments in the political and judicial spheres that were perceived as having significantly increased the probability of a near-term political transition.
Due to a combination of external factors and a number of domestic events the BRL was the best-performing currency across the EM universe in the year through March 17. In the process, the BRL moved back into over-valuation territory, something that in our assessment is at odds with the current extremely debilitated macroeconomic picture and highly uncertain political backdrop...
QUELLI DI GOLDMAN NON SAPEVANO CHE L'ECCELLENTE PERFORMANCE DEL BRASILE E' IN GRAN PARTE DOVUTA AGLI ARTICOLI DI REBUFFO E BOTTARELLI SUL FALLIMENTO DEL BRASILE STESSO...adesso ..dopo aver fatto perdere l'ennesima opportunita' di investimento ai loro lettori....il brasile potra' finalmente essere venduto per qualche setttimana.
Pubblicato da ML a lunedì, marzo 21, 2016CLICCA SULL'ICONA DELLA MOSCA TZE-TZE E VOTA PER QUESTO POST!