GQG – Holding Spotlight: Petrobras

24/07/2024 5 min
GQG – Holding Spotlight: Petrobras

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Episode Synopsis

Sid Jain provides his views on Brazil, noting that Brazil is coming out of a multi-year bear market environment resulting in a series of pro-business policies and government agendas which GQG believes is an attractive opportunity set.  Sid also discusses the portfolio's largest holding (currently) in Brazil, Petrobras.