Daily Alpha · Substack
· Midday Alpha · by Buzzberg Research
QTR's Fringe Finance asked whether Brazil's market crash is an overreaction, pointing to cheap valuations.
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Substack - QTR’s Fringe Finance
QTR asks whether Brazil's market crash is an overreaction
The post says Latin American equities were hammered, with ILF falling sharply alongside EWZ after Lula's surprise reelection, and that cheap valuations and long-term fundamentals make the selloff worth examining.
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