Brazil unprepared for tech wave, avoid.
Brazil is completely unprepared for the accelerating technological revolution. A large portion of the population cannot understand basic written text, lacks sufficient math skills, and the country is overly fixated on fiscal issues while ignoring a wave that will hit Brazil hard. This structural unpreparedness makes Brazilian equities unattractive.
Tech revolution creates huge opportunities, long.
The technological revolution is accelerating faster than people realize. Hardware costs are falling while quality jumps, AI tools like translators and editors are now free, and this creates incredible opportunities for new businesses. The trend in cheap, powerful technology is a massive tailwind for the technology sector.