Countries In-Depth

Brazil: A Bull Market Or A Rollercoaster?

13 Jul 2023

by Juan Egana, Editor/Strategist Arthur Budaghyan, Chief EM/China Strategist

In this report, we explore Brazil’s inflation and monetary policy outlook, the Lula administration’s back-and-forth between pragmatism and populism, and how these factors will affect Brazilian financial markets going forward. All in all, we believe Brazilian risk assets will be in a trading range relative to their EM peers in the next 12 months.

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BCA Research | Emerging Markets Strategy

Critical input for global and EM investors as it provides global macro investment themes as well as recommendations for EM equities, currencies, and fixed income.