Emerging Market Spotlight – Brazil, China and Mexico, a video from Bloomberg’s channel on YouTube, gives tips about investing in emerging markets.
In this interview, Claudio Brocado from Batterymarch Financial Management suggests doing business in Brazil which, in his opinion, “is weathering this crisis much better than it has done in the past, due to much more policy flexibility and due to good policy action over the last few years.
For emerging markets in general, he also states that the crisis is just a cyclical downturn, whereas in the developed world it is more of a structural problem. “We see emerging markets coming out of it much more quickly. The consumer is quite strong in Brazil, and actually the exporting sector is what has suffered this time. Consumer confidence is still near record-high levels”.