
Sign up to save your podcasts
Or


Sid Jain provides his views on Brazil, noting that Brazil is coming out of a multi-year bear market environment resulting in a series of pro-business policies and government agendas which GQG believes is an attractive opportunity set. Sid also discusses the portfolio's largest holding (currently) in Brazil, Petrobras.
By Bridgehouse Asset ManagersSid Jain provides his views on Brazil, noting that Brazil is coming out of a multi-year bear market environment resulting in a series of pro-business policies and government agendas which GQG believes is an attractive opportunity set. Sid also discusses the portfolio's largest holding (currently) in Brazil, Petrobras.

586 Listeners

2,184 Listeners

1,998 Listeners

196 Listeners

93 Listeners

945 Listeners

288 Listeners

795 Listeners

188 Listeners

299 Listeners

209 Listeners

924 Listeners

37 Listeners

54 Listeners

21 Listeners