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Brazil's Gavea Gets Defensive

Mar 3, 2008

The next several months will be challenging for investors, says Arminio Fraga, head of Brazilian hedge fund Gavea Investimentos, and a former head of Brazil's central bank. “I’m expecting we’ll see a substantial amount of volatility over the next few...

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“The greatest value in the next 12 months will be combination of corporates and local currency bonds”

Blaise Antin, TCW


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