Brazil is a country of immense potential, with abundant natural resources, a diverse economy, and a large population. While political uncertainty and fiscal issues have at times weighed on investor sentiment, the corporate credit space remains compelling, argues Muzinich & Co.
According to the investment manager, Brazilian companies generally have solid balance sheets, and their profitability is robust, supported by healthy gross margins.
“We believe Brazilian corporates offer diverse investment opportunities across multiple sectors. For agribusiness, where Brazil is a global leader in grains, sugar and soybean production, we believe the most attractive opportunities lie in logistics infrastructure such as railways, highways and river transport to enhance export efficiency,” opines Warren Hyland, Portfolio Manager at Muzinich.
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