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Investing in Brazil: Attractive Asset Valuations
Radio Feature 93: Sona Blessing in conversation with Marcelo Aranha
 
Wednesday, March 12, 2014

radio At Quest, also managers of the Nordea Brazilian Equity Fund, Marcelo Aranha is a senior equity analyst and co-portfolio manager of its Equity Funds.
He is responsible for developing equity strategies focused on natural resources, real estate, and infrastructure. Prior to this he has been a portfolio manager at Schroders and was responsible for long/short equity strategies, focused on commodities, infrastructure and small cap names.
In this podcast he makes the case for investing in Brazil the world’s second-biggest emerging market.

 Download this feature as MP3 (40.30 MB)

 
Listen to the complete feature
Investing in Brazil: Attractive Asset Valuations

Duration: 17:36 

 

Or listen to selected sub-features
  • Q1 - What do you attribute the fairly low portfolio allocation by investors to Brazilian assets?

    Duration: 02:17 


  • Q2 - In the context of economic growth how relevant is the outcome of the upcoming elections?

    Duration: 02:03 


  • Q3 - How dependent is Brazil’s economy on that of China’s?

    Duration: 03:45 


  • Q4 - How concerned are you about exports to Argentina?

    Duration: 02:49 


  • Q5 - Where do you see investment opportunities -are there signs suggesting that the Brazilian stock exchange Ibovespa is bottoming?

    Duration: 02:29 


  • Q6 - What is your view on inflation and it being managed in keeping within the central bank’s target range?

    Duration: 02:21 


  • Q7 - Do you think Brazil could lose its investment grade rating?

    Duration: 01:53 



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