In my last post discussing Petrobras and the Brazilian market's swan dive, I referenced a number of strong companies that I believed were being pummelled by association with their Brazilian domicile. Today I want to flesh out one of these ideas in depth and expand a little on why I think Brazilian equities, particularly bought with foreign currency, are now the most attractive segment in global markets.
Telefonica Brasil: The Ultimate LBO Candidate
Telefonica Brasil: The Ultimate LBO Candidate
Telefonica Brasil: The Ultimate LBO Candidate
In my last post discussing Petrobras and the Brazilian market's swan dive, I referenced a number of strong companies that I believed were being pummelled by association with their Brazilian domicile. Today I want to flesh out one of these ideas in depth and expand a little on why I think Brazilian equities, particularly bought with foreign currency, are now the most attractive segment in global markets.