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Trading The Globe: Brazil

All this week we’ll be bringing you insights from top fund managers that specialize in BRIC Nations.

First up Brazil.

If you’re looking for opportunity in Brazil, few people have a better handle of the pulse of that nation than Will Lander of BlackRock.

As the manger of BlackRock’s Latin America fund, he manages $8 billion.

He says the Brazil story still has legs, if for no other reason for the World Cup and the upcoming Olympics. Also, "fundamentals continue to get better, employment is improving and they're on a second round of government stimulus."

And Brazil’s economy is largely generated by domestic consumption, adds Fast Money EM trader Tim Seymour.

"We're very excited about Brazil's domestic economy," Lander says.

What’s the trade?

I’m bullish on Banco Itau (ITUB) as Brazil’s biggest lender and Cyrela Brazil Reality, Brazil’s biggest property developer, counsels Will Lander.

Learn more about these trades. Watch the video now!



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Trader disclosure: On Apr 5, 2010, the following stocks and commodities mentioned or intended to be mentioned on CNBC’s Fast Money were owned by the Fast Money traders; Seymour Owns (AA), (AAPL); Finerman's Firm Is Short (IYR), (IWM), (MDY), (SPY); Finerman's Firm Is Long S&P Puts; Finerman Owns (AAPL); Finerman's firm Owns (TJX); Finerman's Firm Owns (WMT), (SKS); Terranova Is Short (SHLD), (EL), (CAL), (UAUA), (FDX); Terranova Is Long May 2010 Crude Oil Futures; Jon Najarian Owns (AKS) Call Spreads; Jon Najarian Owns (STLD) Call Spreads; Jon Najarian Owns (X) Call Spreads; Jon Najarian Owns (NUE) Call Spreads; Jon Najarian Owns (CREE) Call Spreads; Jon Najarian Owns (DF) Call Spreads; Jon Najarian Owns (FCX), Is Short (FCX) Calls; Jon Najarian Owns (AAPL), Is Short (AAPL) Calls; Jon Najarian Owns (RIMM), Is Short (RIMM) Calls; Jon Najarian Owns (AAPL) Call Spreads; Jon Najarian Owns (AKS) Call Spreads; Jon Najarian Owns (FCX), Is Short (FCX) Calls; Jon Najarian Owns (IGT), (IGT) Calls; Jon Najarian Owns (NUE) Call Spreads; Jon Najarian Owns (RS); Jon Najarian Owns (TJX), Is Short (TJX) Calls; Jon Najarian Owns (WMT), Is Short (WMT) Calls; Jon Najarian Is Short (RIMM) Puts; Karabell Owns (FCX), (AAPL), (RIMM), (SLB); Edwards Owns (UUP); Edwards Owns (TM)

For Joe Terranova
Terranova Works For (VRTS)
Terranova Is Chief Market Strategist Of Virtus Investment Partners, Ltd.
Virtus Investment Partners Owns More Than 1% Of (XLU)
Virtus Investment Partners Owns More Than 1% Of (IGE)
Virtus Investment Partners Owns More Than 1% Of (XLY)
Virtus Investment Partners Owns More Than 1% Of (DBV)
Virtus Investment Partners Owns More Than 1% Of (XLP)
Virtus Investment Partners Owns More Than 1% Of (XLB)
Virtus Investment Partners Owns More Than 1% Of (XLV)
Virtus Investment Partners Owns More Than 1% Of (XLI)

For Patty Edwards
Edwards Owns (AAPL) For Clients
Edwards Owns (ANF) For Clients
Edwards Owns (BMY) For Clients
Edwards Owns (BRK.B) For Clients
Edwards Owns (FCX) For Clients
Edwards Owns (GOOG) For Clients
Edwards Owns (JCG) For Clients
Edwards Owns (MSFT) For Clients
Edwards Owns (RIMM) For Clients
Edwards Owns (VZ) For Clients
Edwards Owns (YHOO) For Clients
Edwards Owns (WMT) For Clients
Edwards Owns (GLD) For Clients
Edwards Owns (SPY) For Clients
Edwards Owns (QQQQ) For Clients
Edwards Owns (PGM) For Clients
Edwards Owns (TM) For Clients
Edwards Owns (BKE) For Clients

For Mike Khouw
Cantor Fitzgerald & Co. Is A Market Maker In (IGT)

For Hilary Kramer
A&G Capital Owns (DNDN)
A&G Capital Owns (SPMD)

For Will Landers
BlackRock Latin America A Fund Owns (ITAU)
BlackRock Latin America A Fund Owns Cyrela
BlackRock Latin America A Fund Owns (VALE)
Landers Owns BlackRock Latin America A Fund




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