Special Report

Brazil: Impeachment Is No Panacea

26 Apr 2016

by Marko Papic, Chief Strategist Arthur Budaghyan, Chief EM/China Strategist

Brazil is not a buy. Impeachment alone is not a solution to Brazil's problems. Recent political changes will prove insufficient to alter the public debt dynamics in Brazil. Investors should focus on the bigger picture. Without severe fiscal austerity, Brazil is headed for a debt crisis in the next few years.

Interested in reading this report?

To access the full BCA Research report, request a complimentary copy

BCA Research | Geopolitical Strategy

The financial industry’s premier geopolitical research service. We use hard data to calculate scenario probabilities and market impacts for geopolitical risks and opportunities.