http://blogs.ft.com/beyond-brics/2012/04/25/santander-in-bra...After blaming the Q4 slowdown on a strong real, it appears Brazil may have a problem brewing with its consumers - the main driver of the country's economy.With interest rates as high as they are in Brazil, consumers will feel the pressures of borrowing sooner than in countries like the US, so the traditional debt-to-GDP ratios aren't necessarily comparable across nations.Something to keep an eye on as Brazil's history of boom and bust is likely to repeat itself (perhaps less dramatically) and we could see some opportunities arise in the region - especially in consumer facing companies that have had relatively high valuations to date.
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