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UBS On-Air: Market Moves

Top of the Morning: Emerging Markets - Investing in Brazil

08 Jul 2025

Description

A look at the investment case for Brazil, and why the environment of today differs from that of the past. We also discuss the implications of a weaker US dollar, global trade tensions, and the direction monetary policy to Brazilian assets. Plus, an overview of risk considerations. Featured are Xingchen Yu, Emerging Markets Strategist, and Laura Smith, Equity Strategist, UBS Chief Investment Office. Host: Daniel Cassidy

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