There are two reasons I allocate a percentage of my investments to Brazilian equities: 1) The growing Brazilian economy and 2) as a hedge to a weaker American dollar. That said, I haven't been able to figure out a way to really monitor and evaluate individual Brazilian stocks, so I'm placing my bets using two ETFs: one for large companies (EWZ) and one for emerging small caps (BRF). Anyone out there using a similar strategy? Or, comments?
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