Growth in Brazil is expected to be sufficiently strong following their rate cuts, but EWZ is falling like a stone and its dividend has swelled to 6.7%.
VALE is around a 10 year low with a 13% dividend. RIO is getting near its support price. Isn't a rebound in basis materials inevitable?
Anyone else feel a sharp recovery after the bottom in EWZ, maybe strongly enough to even consider a BRZU position?
The value side of my portfolio is mostly REITs and solar, when do I start incrementing Brazil et al into the equation?
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