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Stock impact report

Latin America, India, Europe, UAE May Provide Cover In Stocks Storm [Forbes]

Embraer S.A. (ERJ) 
Last embraer s.a. earnings: 3/26 06:00 am Check Earnings Report
US:NYSE Investor Relations: ri.embraer.com.br
Company Research Source: Forbes
Early signs indicate that Europe, Latin America and India may offer some equities cover. “Investors who have enjoyed US exceptionalism and over-allocated to the Magnificent 7 and U.S equities and dollar assets are feeling a lot of pain and anxiety now,” Malcolm Dorson, senior emerging markets portfolio manager and head of EM Strategy at says. Those investors looking for cover may find it in India, Europe, and parts of Latin America, he says. A Latin America Safe Harbor? “Latin America looks relatively safe and relatively cheap,” Dorson says, pointing to a much lower tariff environment across the region as well as currency stability, controlled inflation, and strong monetary policy. Dorson cites Argentina as particularly well-positioned, citing President Javier Milei's strong relationship with President Trump, its success in bringing down inflation, the prospects of a new IMF deal on the horizon, and upcoming mid-term elections that could consolidate Milei's power. “Brazil Show less Read more
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