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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.

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