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MH+ Ep.22 Deep Dive Into Precious Metals
The Market Huddle
Deep Dive into Brazil's Market and Emerging Markets
The speakers discuss the cheap valuations on some emerging market stocks, particularly in Brazil, and highlight the potential opportunities in Brazil's market. They emphasize the importance of resource-rich exposure and geopolitical neutrality, suggesting that commodity-led economies like Brazil may attract institutional investors seeking exposure in commodities.
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