Brazil Stock Market Gains Lead the Way for EM Investors

The transcript discusses Brazil's market conditions, including local stock buying and foreign outflows. It covers Brazil's GDP growth, inflation, and pension reforms. The impact of central bank policies, particularly the Fed's, on global markets is analyzed. The discussion extends to trade talks, FX volatility, and their effects on Brazil. Investment strategies in emerging markets are explored, highlighting the role of FX stability. Finally, global economic risks, including China's economic indicators, are examined.

What factors have contributed to the foreign outflows from Brazil's local stocks this year?

How has the Brazilian real been performing in relation to the 200-day moving average?

Discuss the expected GDP growth and inflation rates for Brazil in FY19.

What political reforms is Bolsonaro expected to propose, and what impact might they have?

What are the implications of the Brazilian Central Bank's potential changes in FX swaps?

How does the current volatility in emerging markets affect investment strategies?

What are the potential risks associated with the low volatility in FX markets?