tag:blogger.com,1999:blog-816559531110064247.post8001526382734732982..comments2024-03-08T01:03:44.522-08:00Comments on Humble Student of the Markets: Four trade suggestions from the BoAML Fund Manager SurveyCam Hui, CFAhttp://www.blogger.com/profile/09672203690656029787noreply@blogger.comBlogger1125tag:blogger.com,1999:blog-816559531110064247.post-24965508948984179262014-07-26T01:46:28.691-07:002014-07-26T01:46:28.691-07:00Regarding the ongoing rally in the Brazilian stock...Regarding the ongoing rally in the Brazilian stock market I can tell you that it is exclusively due to the prospect of opposition victory. The current government has been a disaster and the scenario, even with the victory of the opposition, it's terrible due to the imbalances that are very large. If left wing government beats the opposition the stock market will collapse. In the first round Dilma´s victory is for sure. For now the current president leads the polls, but her rejection rate is so high that the market has pricing a bit over 50% chance to the opposition´s victory in the second round. Remember that the polls still show chance of second round of only 50%, below the market expectation. KB.Anonymousnoreply@blogger.com