@jeremie0117 · Long VALE

An interesting view from BlackRock’s LatAm team, which, like me, sees a big valuation gap between the US and LatAm: “We continue to see Latin America as one of the most mispriced regions globally. Early action from LatAm central banks has created high real yields and room for

Jérémie Boyer@jeremie0117

Schonfeld is taking a massive bet on Brazil. I can’t blame them, I would do the same... $VALE $EWZ $PBR $NU

read.aurelionresearch.comLatin America: Go Big or Go HomePositioning into the next global capital rotation

Read asLong VALE+3 more

Since the call—

unrankedThe analyst's rank today

High · 0.90Confidence

Wed, Aug 19Tweeted

Thu, Aug 20 closeCounted from

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