A silver lining in Brazil’s perfect storm by Armando Castelar (8/2015). “…It is also possible that the political crisis deepens further, increasing uncertainty, also with negative impact on output and the exchange rate. But the challenge of scenarios is to imagine the unimaginable. With the majority of analysts predicting that Brazil is on a one-way street to ruin, it just may be that someone makes a killing driving the ‘wrong way’ and betting on a mild recovery.”
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