Brazil and Vietnam Insights
Daniel discusses the critical infrastructure issues in Brazil that lead to significant product loss before reaching ports, emphasizing the need for supply-side reforms alongside fiscal stabilization. He highlights the challenges of investing in Vietnam due to state ownership and foreign ownership limits, while also contemplating Brazil's currency dynamics and the implications for portfolio positioning.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
[REPLAY] Daniel Graña – Janus Henderson Investors Emerging Markets Equity (Manager Meetings, EP.13)
Related Questions
What are the key factors you look for when making an investment in the episode Daniel Graña – Janus Henderson Investors Emerging Markets Equity (Manager Meetings, EP.13) and the clip Country Investment Assessment?
Is investing in small local businesses a good idea according to the episode Florian Bartunek – Equities in Brazil at Constellation Asset Management (Manager Meetings, EP.27) and the clip Active Investment Strategies?