Neville Shaw, emerging markets manager at Mirabaud Asset Management, reports on his recent trip to Brazil and explains why investors should remain cautious.
Brazil is a good illustration of why many investors remain wary of emerging market debt (EMD), despite the serious attractions of the asset class.
Paul Jackson, head of research at Source, looks at how the changing political landscape has helped Europe - while hurting the UK, US and Brazil.
China and the Czech Republic well placed
Political risk not affecting fundamentals
Markets rebound despite talk of impeachment in Brazil and the US