LDRs are peaking in Russia, Brazil, Thailand, and China. Australian banks have been going nowhere for a year. I am in Brazil (Rio) now and it is looking dicey. I think there will be violence for the World Cup
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Paul Schulte has had a career in equity research which spans 22 years on both the buy and sell sides covering the Asian and emerging markets. He also has 5 years of government policy experience in emerging markets. He has been frequently ranked in top-five…read more
