On the Ground in Brazil (East Capital)

NOTE: From February. No specific stocks mentioned.

  • We spent the last few days in São Paulo where we met over 20 companies across a diverse range of sectors from blade manufacturers for wind turbines to fintechs to emergency response specialists. We have five key takeaways which will drive our portfolio allocation decisions in Brazil going forward.
    • 1. Brazil is a truly unique country blessed with abundant natural resources (fertile land, rain, sun, wind, metals and fossil fuels), a smart and educated workforce and an enormous range of listed companies.
    • 2. Local investor sentiment is staggeringly poor.
    • 3. Agri stocks in focus.
    • 4. Fintechs undressed.
    • 5. Caveat emptor. (Lojas Americanas accounting scandals)

Source: On the ground in Brazil (East Capital)

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