There are huge opportunities across the board in Brazilian infrastructure.
The Brazilian Development Bank (BNDES) estimates infrastructure investments will increase 37% to R$274bn between 2010-13 compared with the R$199bn from 2005-08. We have been overweight Brazilian infrastructure for many months with significant investments in electric utilities, toll-roads, railways and greenfield port investments. All of these sectors are expecting organic growth opportunities due to a mix of strong underlying demand and special events. The Brazilian Government estimates there are R$90bn in infrastructure projects opportunities for the next five to 10 years, many relat...
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