Opinion is from Caesar Maasry, head of emerging markets and global investments at Goldman Sachs.
Brazilian assets may even achieve a positive performance in 2023, but the focus of investors from emerging markets has migrated to Asia, more specifically China and South Korea, says Caesar Maasry, head of the area of emerging markets and global investments at Goldman Sachs, in an interview to Valor.
In addition to the performance superior to that of most peers in 2022, which makes the starting point for the local market unprecedented this year, the executive poses domestic issues - fiscal and macroeconomic - as possible impediments . . .