VSD

Buy, Sell or Hold Update: Brazil ETF Soars in Three Trading Days

The Fed Swap line with Brazil helps too...

ETF Update: All-World ETF, Brazil ETF

CVRD is about iron ore and nickel. There is a huge stock of iron ore in China which they are using instead of imports. Most importantly Oil at current levels make importing from Brazil outside of this hemisphere quite uneconomical.

EWZ Not a True Indicator of Brazilian Economy

I have owned EWZ since 2006. Last week, i got out. Brazil used to be the cheapest BRIC market and now it is the most expensive. Brazil was always a way to play China's appetite for commodites. China is slowing and the ramifications of the earthquake are still unknown.

The Brazilian Economic Miracle

Yes, but none of this is new. We heard this last year and ran up the Latam funds over 50%.

Now inflation is the new risk to growth (according to fed), Brazil needs inflation in the world to grow.