Investment Adventures in Emerging Markets

A Contrarian Case for Brazil
Perspective

A Contrarian Case for Brazil

I’m pleased to say that while Brazil certainly still has problems to work through, I’m a little more optimistic about the investment prospects there than I was about six months ago—and that’s partly because everyone else seems so pessimistic!

The Economic Cost of Brazil’s Spending Spree

The Economic Cost of Brazil’s Spending Spree