Brazil: Copacabana, carnival, commodities...and caution

With a return to a former president, Brazil is set to go through a period of change. The world, and investors, are watching as President Lula must balance key social and economic policies alongside fiscal discipline.
 
During a recent trip to the country, Polar Capital Emerging Market Stars Fund Manager Naomi Waistell saw for herself how Brazil is at an important crossroads. She explores the positive top-down environment that could encourage Brazil to evolve into the country many want to see it become.
 
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Author: Naomi Waistell, Fund Manager, Emerging Markets & Asia Team
Fund: Polar Capital Emerging Market Stars Fund