| 09.11.2006 Opalesque Exclusive: Is Brazil a value, growth or cyclical story? |
| At a Latin American hedge fund conference in Miami recently I had the chance to speak with members of Richo investments who manage the Richo Offshore Hedge Fund. Fund manager William Jedwab pointed out that many foreign investors perceive Brazil as a commodity play, and historically its economy has been highly correlated to food, basic materials, and energy prices. Financial liquidity also played |
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