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What’s Happening in EM: The Bolsonaro Bet in Brazil (Podcast)

Source: Bloomberg

Emerging MarketsElections & Domestic PoliticsInvestor Sentiment & Positioning

Scott Piper, who oversees about $6 billion in equities for Itau Unibanco’s asset management unit in New York, discusses the risks of concentrating bets on political change in Brazil. The excerpt provides no specific investment positions, market moves or quantified outlook.

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