CNBC Stock Blog
- 3 Safe Investments That Let You ‘Sleep Better:’ Strategist
- Beware of 'Trampling Effect' When Market Tops: Manager
- Gold Heading to $1150: Art Hogan
- More Upside if S&P Passes This Number: Market Pro
- Playing Activision and Other Video Game Stocks: Analyst
- Expect 'At Least' Another 10-15% Upside: Fund Manager
- Why are Options Bullish on This Smartphone Maker?
- Why are Traders Bullish on This Food Company?
- Profiting From Natural Gas: Strategists
- 3 Hot Mid-Cap Stock Picks: Portfolio Manager
MOST SHARED
- Apple Surpasses Nokia as Top Cellphone Maker by Profits
- Herbalife Vs. Hedge Funds
- AIG CEO Ready to Quit over Pay Constraints: Report
- China Factory Output Leaps to 19-Month Highs
- Cramer Jeers J&J, Applauds Abbott
- Three Things the US Can Do To Stop the Dollar's Decline
- Toll Brothers: More Contracts Signed, but Sales Down
- America Is On Sale
- Beware of 'Trampling Effect' When Market Tops: Manager
- Gold Heading to $1150: Art Hogan
- Starbucks Brews Up Growth
- Farr: An Extended Period—No Fat Lady in Sight
- More Upside if S&P Passes This Number: Market Pro
- Murdoch Lashes Out At Google
- Fighting The Flu Vaccine Critics
- Nov. 10: Unusual Volume Leaders
- Shadow Inventory Dwarfs Loan Mods
- US Recovery to be Weak, Erratic: Top Fed Officials
- AIG CEO Ready to Quit over Pay Constraints: Report
- Retail Earnings in Focus Ahead of Shopping Season
- Apple Surpasses Nokia as Top Handset Maker by Profit
- Brazil's Largest Cities Hit by Blackout
- In This Relay-Race Market, Who Gets Baton Next?
- Workers Staying Put at Their Jobs as Jobless Surges
- Ponzi Proceeds: Bidding on Madoff's Toys
- Toll Brothers: More Contracts Signed, but Sales Down
RSS FEED
CNBC News Associate
The leaders of the BRIC nations (Brazil, Russia, India and China) are meeting today in Russia to discuss everything from the financial crisis to the U.S. dollar.
Wendy Trevisani, co-portfolio manager of Thornburg Investment Management, discussed the importance of the BRICs — and the best ways to invest in them.
“Brazil is very well situated and one way to capitalize on that is owning the exchange Brazilian Bovespa,” Trevisani told CNBC.
“As interest rates come down, there’s more interest in investing in equities; this exchange is still relatively embryonic, but it’s the largest exchange in Latin America.”
Trevisani also recommended investing in Chinese stocks.
In the meantime, she said she is staying away from the other two BRIC countries—India and Russia.
“Russia is really dependent on oil prices and we don’t want to make a bet that oil is going up,” she said. And "India is very fragmented and does not have a lot of built-up infrastructure.”
Recommendations:
Petrobras [PBR
Loading...
()
]
Brazilian Bovespa
Baidu.com [BIDU
Loading...
()
]
ICBC China
Disclosure:
No immediate information was available for Trevisani or her firm.
______________________________
______________________________








