GOLDMAN SACHS, IL BRASILE E L'EFFETTO RISCHIO SVALVOLATO
da Goldman
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.
GOLDMAN SACHS, IL BRASILE E L'EFFETTO RISCHIO SVALVOLATO
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