Mitigating Risk in This High Valuation Environment w/ Tavi Costa
Real Vision: Finance & Investing
00:00
NASDAQ ETF: Up 24% Year to Date
Brazil is a place where I think because of the higher interest rates, when you look at the investors that are part of the market, it's very much a value investing community. And so to me, this just means that there's a lot of equity markets will reflect some of those opportunities on the value side in a big way. It's hard to believe that Brazil won't perform well if oil prices perform well. The banks have always been very profitable, but especially now relative to their prices, it's getting sort of absurd how cheap they are. Some of them trading at low single-digit PE ratios as we may see.
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