Top of the Morning: Emerging Markets - Investing in Brazil

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Recorded08 Jul 2025

Publishersecure.ubs.com

Handlerec:4542610

Show notes

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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