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Summary

Brazil’s post-election market selloff has been sharp, but how much of it is about policy and how much about positioning?

Dina Ting and Marcus Weyerer look at why this may be a country-specific dislocation rather than a broad emerging markets story.

After the 2022 runoff, Brazilian equities fell 5.9% over four weeks, and the Ibovespa then gained 19% through the end of 2023.

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By Dina Ting, CFA, Senior Vice President, Head of Index Investments, Franklin Templeton Investment Solutions and Marcus Weyerer, CFA, Director - ETF Investment Strategy, Global Exchange Traded Funds

Brazil’s post-election market selloff has been sharp, but

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