Brazil: The Hidden Jewel in a Multipolar World
Demography→ Agriculture Revolution→ Internet→ Digital Economy→ Low Transaction Costs
During the 1998 Russian default crisis, the biggest macro bet proved to be China as the next big investment theme. Now, we believe Brazil is one of the most profitable investment themes in a multipolar world.
Every great bull market rises from a prolonged bear market.
A decade from now the largest companies could very easily be different from those today…
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