Franklin Templeton Emerging Markets Equity team weighs in on why Brazilian equities have managed to weather recent geopolitical storms.
- The Russia-Ukraine conflict has weighed on global equity markets, with the exception of Brazil.
- Surging commodity prices benefit Brazil, the fourth-biggest commodity exporter globally.
- Ample renewable energy resources could shield Brazilian farmers from higher energy and fertilizer costs. READ MORE
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- COVID-19: A Positive Tipping Point for Some Brazilian Banks? (Franklin Templeton)
- Relaxed Financial Markets Look at Lula’s Comeback (Amundi)
- Brazil Takes Big Reform Step (Franklin Templeton)
- Mark Mobius’ Contrarian Case for Investing in Brazil (Mobius Blog)
- Mark Mobius’s Emerging Markets Outlook (WSJ)
- Sanctions on Russia: Disruptions in Emerging Markets (Global Risk Institute)
- Emerging Market Stocks Advance on Reform Themes & Central Bank Expectations (Bloomberg)
- The 15 Most Miserable Emerging Market Economies (Bloomberg)
- Brazil’s Grievous Manufacturing Collapse (The Emerging Markets Investor)
- Latin American Stocks to Consider (Aberdeen)
- YPO CEO Survey: Brazil CEO Confidence Stagnates (YPO)
- Investor Sentiment Survey: What Emerging Market Investors Think (Franklin Templeton)
- Outlook On Emerging Markets (Lazard AM)
- South American Rumbles: Argentina and Brazil Developments (Pictet)