
Colombia: Value, Votes, and a Venezuelan Tailwind
Paul Dmitriev
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Multiple authors
Multiple authors
Paul Dmitriev
We believe that Brazil stands out as a rich backdrop for investors, due to its large and diverse economy, abundant natural resources, growing consumer market, infrastructure development, and skilled workforce. Here we highlight seven reasons why we’re optimistic about the country’s short- and long-term growth prospects. Bottom line, we believe that one should balance valuation multiples with a company’s prospects for both earnings growth and reinvestment rates. View the full report here.

Colombia appears priced for pessimism, but upcoming elections and regional recovery potential could create a compelling opportunity for investors.
Colombia appears priced for pessimism, but upcoming elections and regional recovery potential could create a compelling opportunity for investors.
We believe India’s compelling demographics, market friendly governance, and distinctive risk/return profile make it an attractive standalone investment.
We believe India’s compelling demographics, market friendly governance, and distinctive risk/return profile make it an attractive standalone investment.
Attractive valuations, structural reforms, and favorable macroeconomic trends may position Greek equities as a strategic addition to diversified portfolios.
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